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Certuity, LLC CRD 129505
$3.30B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-19 |
Branch Locations
One Letterman Drive Suite D4900, San Francisco, CA 94129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Palo Alto | CA | 09/2015 | 04/2023 |
| Certuity, Llc | San Francisco | CA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
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