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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
3526 West Vickery Boulevard, Fort Worth, TX 76107 • 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 |
|---|---|---|---|---|
| Kentucky Country Day | Lousville | KY | 01/2015 | 05/2021 |
| Baylor University | Waco | TX | 08/2021 | 05/2025 |
| Cincinnati Insurance Company | Cincinnati | OH | 05/2023 | 06/2023 |
| Cbi Insurance | Louisville | KY | 06/2023 | 08/2023 |
| Worldwide Express | Dallas | TX | 05/2024 | 08/2024 |
| Cerity Partners | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-09 |
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