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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-02
MD RA APPROVED 2023-01-03
  • FL RA
    APPROVED
    Since 2026-03-02
  • MD RA
    APPROVED
    Since 2023-01-03

Branch Locations

3301 Bonita Beach Road Suite 107, Bonita Springs, FL 34134 • United States

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

210 Allegheny Avenue, Fourth Floor, Towson, MD 21204 • 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
Maryland Capital Managment, Llc Towson MD 11/2004 12/2022
Cerity Partners Llc New York NY 01/2023 Present
  • 11/2004 → 12/2022
    Maryland Capital Managment, Llc
    Towson, MD
  • 01/2023 → Present
    New York, NY
Previous Registrations
  • 2005-02-02 → 2023-03-03
    Maryland Capital Management, Llc
    Towson, MD
    Baltimore, MD
  • 2000-05-11 → 2004-11-29
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-07-08
S63 Uniform Securities Agent State Law Examination 1993-08-12
  • S65 Uniform Investment Adviser Law Examination
    1994-07-08
  • S63 Uniform Securities Agent State Law Examination
    1993-08-12
Designations

View on SEC IAPD

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