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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-25 |
Branch Locations
111 Rockville Pike Suite 750, Rockville, MD 20850 • 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 | 01/2026 | Present |
| Sol Capital Management Co. | Rockville | MD | 08/2021 | 12/2025 |
| Freedom Mortgage | Mt. Laurel | NJ | 09/2020 | 07/2021 |
| Otts On The Green | Washington Township | NJ | 07/2019 | 07/2021 |
| Exleys Landscaping | Sewell | NJ | 04/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-24 |
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