Best Investors Account Sign in
Current Employers
Cerity Partners Retirement Plan Consultants

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-03-25
  • IL RA
    APPROVED
    Since 2022-03-25

Branch Locations

227 W. Monroe St. Suite 2090, Chicago, IL 60606 • United States

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

Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-03-04
  • IL RA
    APPROVED
    Since 2022-03-04

Branch Locations

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

320 S. Canal St. 44Th Floor, Chicago, IL 60606 • 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
T2 Asset Management, Llc Oakbrook Terrace IL 05/2013 03/2022
Cerity Partners Llc Chicago IL 03/2022 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-07-30
  • S63 Uniform Securities Agent State Law Examination
    2007-07-30
Designations
Other Names
  • Dan Timotic

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor