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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

345 California Street Suite 1100, San Francisco, CA 94104 • 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
Contango Capital Advisors, Inc. San Francisco CA 04/2011 01/2021
Bingham, Osborn & Scarborough Llc San Francisco CA 03/2021 10/2021
Zions Bancorporation, N.A. San Francisco CA 04/2011 01/2021
Cerity Partners Llc San Francisco CA 11/2021 Present
  • 04/2011 → 01/2021
    Contango Capital Advisors, Inc.
    San Francisco, CA
  • 03/2021 → 10/2021
    Bingham, Osborn & Scarborough Llc
    San Francisco, CA
  • 04/2011 → 01/2021
    Zions Bancorporation, N.A.
    San Francisco, CA
  • 11/2021 → Present
    San Francisco, CA
Previous Registrations
  • 2021-04-30 → 2021-11-01
    B|O|S
    San Francisco, CA
  • 2011-10-26 → 2021-01-04
    San Francisco, CA
    Salt Lake City, UT
Designations

View on SEC IAPD

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