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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-06 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
100 Front Street Suite 940, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 05/2022 | Present |
| Permit Capital Advisors, Llc | Conshohocken | PA | 04/2022 | 05/2022 |
| Newday Usa | Fulton | MD | 01/2021 | 04/2022 |
| Morgan Stanley | Lutherville Timonium | MD | 06/2019 | 08/2019 |
| The Ohio State University | Columbus | OH | 08/2016 | 05/2020 |
| Family Pharmacy Of Hampstead | Hampstead | MD | 07/2011 | 11/2021 |
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