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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 2024-11-25
  • CA RA
    APPROVED
    Since 2024-11-25

Branch Locations

779 Altos Oaks Drive, Los Altos, CA 94024 • 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
Cerity Partners Llc New York NY 09/2024 Present
Csu Long Beach Long Beach CA 01/2021 10/2021
Internet Brands El Segundo CA 05/2022 08/2022
Bank Of Hope Los Angeles CA 06/2023 08/2023
Full-Time Education Long Beach CA 09/2014 06/2024
  • 09/2024 → Present
    New York, NY
  • 01/2021 → 10/2021
    Csu Long Beach
    Long Beach, CA
  • 05/2022 → 08/2022
    Internet Brands
    El Segundo, CA
  • 06/2023 → 08/2023
    Bank Of Hope
    Los Angeles, CA
  • 09/2014 → 06/2024
    Full-Time Education
    Long Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-23
  • S65 Uniform Investment Adviser Law Examination
    2024-11-23

View on SEC IAPD

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