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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 2025-06-20
  • KY RA
    APPROVED
    Since 2025-06-20

Branch Locations

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

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Baptist Milestone Louisville KY 05/2018 06/2020
Lowe's Louisvile KY 04/2020 06/2020
Adp Louisville KY 03/2021 06/2021
Ubs Financial Services Louisville KY 07/2021 07/2024
Desales High School Louisville KY 09/2016 05/2018
Mercer Global Advisors Inc. Cincinnati OH 08/2024 06/2025
Cerity Partners Llc New York NY 06/2025 Present
Campbellsville University Campbellsville KY 08/2018 05/2022
  • 05/2018 → 06/2020
    Baptist Milestone
    Louisville, KY
  • 04/2020 → 06/2020
    Lowe's
    Louisvile, KY
  • 03/2021 → 06/2021
    Adp
    Louisville, KY
  • 07/2021 → 07/2024
    Ubs Financial Services
    Louisville, KY
  • 09/2016 → 05/2018
    Desales High School
    Louisville, KY
  • 08/2024 → 06/2025
    Cincinnati, OH
  • 06/2025 → Present
    New York, NY
  • 08/2018 → 05/2022
    Campbellsville University
    Campbellsville, KY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-06
  • S66 Uniform Combined State Law Examination
    2022-09-06
Designations

View on SEC IAPD

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