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Dimitrian Patrick Jimenez

Cerity Partners LLC

Austin, TX

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
TX RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

3108 N Lamar Blvd. Suite B100, Austin, TX 78705 • 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
Austin Private Wealth, Llc Austin TX 08/2024 09/2025
Sabbatical Dallas TX 12/2023 08/2024
Sfmg Wealth Advisors Plano TX 11/2021 12/2023
Cypress Point Wealth Management Dallas TX 01/2019 11/2021
Texas Tech University Lubbock TX 08/2012 01/2019
Austin Private Wealth, Llc Austin TX 09/2025 12/2025
Cerity Partners Llc New York NY 01/2026 Present
  • 08/2024 → 09/2025
    Austin Private Wealth, Llc
    Austin, TX
  • 12/2023 → 08/2024
    Sabbatical
    Dallas, TX
  • 11/2021 → 12/2023
    Sfmg Wealth Advisors
    Plano, TX
  • 01/2019 → 11/2021
    Cypress Point Wealth Management
    Dallas, TX
  • 08/2012 → 01/2019
    Texas Tech University
    Lubbock, TX
  • 09/2025 → 12/2025
    Austin Private Wealth, Llc
    Austin, TX
  • 01/2026 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Designations

View on SEC IAPD

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JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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