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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
Branch Locations
1435 Anacapa Street, Santa Barbara, CA 93101 • 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 |
|---|---|---|---|---|
| Stanford University | Stanford | CA | 09/2015 | 12/2019 |
| Rincon Brewery | Carpinteria | CA | 01/2020 | 10/2020 |
| Mt. Hood Ski Resort And Steamboat Ski Resort | Mt. Hood | OR | 11/2020 | 04/2021 |
| Moondance | Nashville | TN | 05/2021 | 09/2021 |
| Extended Travel | Santa Barbara | CA | 10/2021 | 08/2023 |
| Onereef Worldwide Stewardship | Santa Cruz | CA | 09/2023 | 06/2025 |
| Unemployed | Santa Barbara | CA | 07/2025 | 10/2025 |
| Montecito Bank And Trust | Santa Barbara | CA | 10/2025 | 01/2026 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-10 |
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