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Patrick Joseph Reeves

Cerity Partners LLC

Louisville, KY

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-04-25
  • KY RA
    APPROVED
    Since 2023-04-25

Branch Locations

2201 High Wickham Place, Louisville, KY 40245 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Argi Investment Services, Llc Louisville KY 06/2009 04/2023
Argi Financial Group Louisville KY 08/2003 01/2023
Cerity Partners Louisville KY 04/2023 Present
  • 06/2009 → 04/2023
    Argi Investment Services, Llc
    Louisville, KY
  • 08/2003 → 01/2023
    Argi Financial Group
    Louisville, KY
  • 04/2023 → Present
    Cerity Partners
    Louisville, KY
Previous Registrations
  • 2010-01-08 → 2023-04-21
    New York, NY
  • 2003-08-19 → 2013-05-31
    National Planning Corporation
    Louisville, KY
    Louisvile, KY
Other Businesses

Evolve 502, Not Inv. Related, Serve on the Board as well as Finance Subcommittee - Approx 15 hrs/month Courtside LLC, Not Inv Related, Partner - 0 time/month Louisville TKO - Not Inv Related, Co-founder of Charity Boxing Gym, 6-10 hours/month 310 Tempering - Not Inv. Related, Partner helping oversee strategic direction and help secure financing for operations - approx 40 hours/month Cypress RE, Not Inv. Related, Factory owner, 1-5 hours/month Owl Creek Country Club, Not Inv. Related, Board of Directors, 1-5 hours/month PJR Management, not Inv. Related, management of income - approximately 15 hours/month AJAE Private Equity, Inv. Related, Real estate and commercial rental helping mother - approximately 6-10 hours/month Ann Gipson ILIT, Inv. Related, Trustee for Mother's Trust, 6-10 hours/month

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-06-21
  • S63 Uniform Securities Agent State Law Examination
    1994-06-21
Designations
Other Names
  • Joe Reeves

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