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Current Employers
Cerity Partners Retirement Plan Consultants

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-18
  • CA RA
    APPROVED
    Since 2024-11-18

Branch Locations

601 South Figueroa Street Suite 2000, Los Angeles, CA 90017 • 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 Of California, Merced Merced CA 08/2018 12/2018
Sierra Quest Mariposa CA 10/2018 01/2019
Grower Direct Nut Hughson CA 01/2019 12/2020
Professional Tutors Of America Brea CA 03/2019 07/2022
Genesis Behavioral Center Turlock CA 10/2019 08/2020
Exer Urgent Care Los Angeles CA 01/2021 02/2021
Pro Tech Design & Technology Santa Fe Springs CA 03/2021 03/2021
Scoot Education Los Angeles CA 03/2022 Present
Rplanet Los Angeles CA 07/2022 10/2022
Cerity Partners Llc New York NY 08/2024 Present
Teaching Fellows Merced CA 08/2016 12/2016
Full-Time Education Merced CA 10/2014 07/2018
  • 08/2018 → 12/2018
    University Of California, Merced
    Merced, CA
  • 10/2018 → 01/2019
    Sierra Quest
    Mariposa, CA
  • 01/2019 → 12/2020
    Grower Direct Nut
    Hughson, CA
  • 03/2019 → 07/2022
    Professional Tutors Of America
    Brea, CA
  • 10/2019 → 08/2020
    Genesis Behavioral Center
    Turlock, CA
  • 01/2021 → 02/2021
    Exer Urgent Care
    Los Angeles, CA
  • 03/2021 → 03/2021
    Pro Tech Design & Technology
    Santa Fe Springs, CA
  • 03/2022 → Present
    Scoot Education
    Los Angeles, CA
  • 07/2022 → 10/2022
    Rplanet
    Los Angeles, CA
  • 08/2024 → Present
    Cerity Partners Llc
    New York, NY
  • 08/2016 → 12/2016
    Teaching Fellows
    Merced, CA
  • 10/2014 → 07/2018
    Full-Time Education
    Merced, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-16
  • S65 Uniform Investment Adviser Law Examination
    2024-11-16

View on SEC IAPD

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