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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-20 |
| FL | RA | APPROVED | 2022-09-08 |
| NC | RA | APPROVED | 2022-06-14 |
| SC | RA | APPROVED | 2022-06-14 |
| VA | RA | APPROVED | 2022-06-14 |
Branch Locations
7204 Glen Forest Drive Suite 308, Richmond, VA 23226 • United States
150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-15 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • 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 |
|---|---|---|---|---|
| Palladium Partners, Llc | Norfolk | VA | 02/2008 | 06/2022 |
| Cerity Partners Llc | Norfolk | VA | 06/2022 | Present |
GWALTNEY REALTY CORP; NOT INVESTMENT RELATED; PO BOX 248, SMITHFIELD, VA 23431; FAMILY REAL ESTATE HOLDINGS; DIRECTOR/SECRETARY/TREASURER; 2/2019; 8 HOURS PER MONTH DURING SECURITIES TRADING HOURS; PROPERTY MANAGEMENT, BOOKS AND RECORDS MAITENANCE, FINANCES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-07 |
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