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Joseph William Zurschmiede

Cerity Partners LLC

New York, NY

Louisville, KY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-04-30
  • KY RA
    APPROVED
    Since 2023-04-30

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

2201 High Wickham Place, Louisville, KY 40245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Argi Investment Services, Llc Louisville KY 12/2019 04/2023
Brandeis School Of Law, University Of Louisville Louisville KY 08/2017 12/2019
Ohio State University Columbus OH 08/2013 08/2017
Cerity Partners Louisville KY 04/2023 Present
  • 12/2019 → 04/2023
    Argi Investment Services, Llc
    Louisville, KY
  • 08/2017 → 12/2019
    Brandeis School Of Law, University Of Louisville
    Louisville, KY
  • 08/2013 → 08/2017
    Ohio State University
    Columbus, OH
  • 04/2023 → Present
    Cerity Partners
    Louisville, KY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-21
  • S65 Uniform Investment Adviser Law Examination
    2020-12-21
Designations
Other Names
  • Joseph Zurschmiede

View on SEC IAPD

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