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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
3108 N Lamar Blvd. Suite B100, Austin, TX 78705 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin Private Wealth, Llc | Austin | TX | 03/2010 | 12/2025 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
1. 8th Floor Properties, LLC - Not investment related, 3108 N Lamar Blvd Austin, TX 78705, Owner/Co-Managing Member, 01/06/2015, 1-5/mo, 0-1/mo, supervise property management co 2. 4th Floor Properties, LLC - Not investment related, 1756 Santa Fe Corpus Christi, TX 78404, Owner/Co-Managing Member, 10/30/2018, 1-5/mo, 0-1/mo, property management 3. Shalom Austin Investment Committee, investment related, 7300 Hart Lane Austin, TX 78731, Committee Member, 11/2025, 0-5/mo, 0-1/mo, provide guidance to finance team of non-profit. 4. Advisory Board Langston Wealth Management Center at UT Austin McCombs School of Business, not-investment related, 2110 Speedway Bldg, Suite 6.222 Austin, TX 78705, Committee Member, 12/2020, 0-2/mo, 0-1/mo, provide guidance to faculty and center leadership on program development 5. Fiduciary Activities; Named or act in a fiduciary capacity for family member trust; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative; Liora K Stone & Peter F Stone Irrevocable Living Trusts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-18 |
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