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William Esquivel Soto

Cerity Partners LLC

San Francisco, CA

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-06
  • CA RA
    APPROVED
    Since 2024-02-06

Branch Locations

345 California Street Suite 1100, San Francisco, CA 94104 • 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
University Federal Credit Union Austin TX 01/2016 09/2023
Cerity Partners Llc New York NY 10/2023 Present
  • 01/2016 → 09/2023
    University Federal Credit Union
    Austin, TX
  • 10/2023 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2020-02-24 → 2023-08-31
    Cuso Financial Services, L.P.
    San Diego, CA
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-06
  • S66 Uniform Combined State Law Examination
    2019-12-06
Other Names
  • William Soto

View on SEC IAPD

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FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
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