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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-23 |
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