Inactive

Shannon Garrick Brandon Rozairo

Cerity Partners LLC

Claim This Profile

Current Employers

Cerity Partners Llc

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2026-07-01
TX	RA	APPROVED	2026-07-01

OR RA
APPROVED

Since 2026-07-01
TX RA
APPROVED

Since 2026-07-01

Branch Locations

2175 Nw Raleigh St. Suite #110, Portland, OR 97210 • 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

Organization	City	State	From	To
Cordant. Inc.	Portland	OR	09/2015	06/2026
Cerity Partners, Llc	New York	NY	07/2026	Present

09/2015 → 06/2026

Cordant. Inc.

Portland, OR
07/2026 → Present

Cerity Partners, Llc

New York, NY

Previous Registrations

2018-11-30 → 2026-07-17

Cordant Wealth Partners

Portland, OR

Designations

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SUCCESS WEALTH MANAGEMENT LLC

INMAN FINANCIAL SERVICES, INC.

PINNACLE WEALTH ADVISORS

OSAIC WEALTH, INC.

MERCER GLOBAL ADVISORS INC.

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD

DANIEL JOSEPH HECK

JACQUELYN MARIE PASCIAK

STEVEN MICHAEL FAIN

BRANDON LEE ERICKSON

DAVID KENT PEDERSON

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR

SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR

PINNACLE WEALTH ADVISORS · Portland, OR

OSAIC WEALTH, INC. · TIGARD, OR

MERCER GLOBAL ADVISORS INC. · Tigard, OR

MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor