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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-11-11
  • VA RA
    APPROVED
    Since 2022-11-11

Branch Locations

150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States

7204 Glen Forest Drive Suite 308, Richmond, VA 23226 • 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
Townebank Mortgage Virginia Beach VA 05/2017 08/2017
Lincoln Financial Advisers Virginia Beach VA 05/2019 03/2020
Full-Time Education Virginia Beach VA 07/2012 12/2020
Townebank Mortgage Virginia Beach VA 08/2020 10/2021
Palladium Partners Llc Norfolk VA 10/2021 06/2022
Cerity Partners Llc New York NY 06/2022 12/2024
Cerity Partners Llc New York NY 01/2025 12/2025
Cerity Partners Llc New York NY 01/2026 Present
  • 05/2017 → 08/2017
    Townebank Mortgage
    Virginia Beach, VA
  • 05/2019 → 03/2020
    Lincoln Financial Advisers
    Virginia Beach, VA
  • 07/2012 → 12/2020
    Full-Time Education
    Virginia Beach, VA
  • 08/2020 → 10/2021
    Townebank Mortgage
    Virginia Beach, VA
  • 10/2021 → 06/2022
    Palladium Partners Llc
    Norfolk, VA
  • 06/2022 → 12/2024
    New York, NY
  • 01/2025 → 12/2025
    New York, NY
  • 01/2026 → Present
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-11
  • S65 Uniform Investment Adviser Law Examination
    2022-11-11

View on SEC IAPD

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