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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-07-01
TX RA APPROVED 2026-07-01
  • OR RA
    APPROVED
    Since 2026-07-01
  • TX RA
    APPROVED
    Since 2026-07-01

Branch Locations

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

2175 Nw Raleigh St Suite #110, Portland, OR 97210 • 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
Cordant Wealth Partners Portland OR 08/2025 06/2026
Rvk Inc. Portland OR 02/2024 08/2025
University Of Idaho Latah County Extension Moscow ID 01/2023 01/2024
Student Declo ID 08/2013 01/2024
Cerity Partners, Llc New York NY 07/2026 Present
  • 08/2025 → 06/2026
    Portland, OR
  • 02/2024 → 08/2025
    Rvk Inc.
    Portland, OR
  • 01/2023 → 01/2024
    University Of Idaho Latah County Extension
    Moscow, ID
  • 08/2013 → 01/2024
    Student
    Declo, ID
  • 07/2026 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-13
  • S65 Uniform Investment Adviser Law Examination
    2025-10-13

View on SEC IAPD

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