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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-12 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
3100 North A Street Suite B125, Midland, TX 79705 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Keybank | Canton | OH | 08/2013 | 09/2017 |
| Citizens Bank | North Canton | OH | 10/2017 | 12/2017 |
| The Huntington Investment Company | Canton | OH | 12/2017 | 05/2020 |
| Peoples Bank | Akron | OH | 06/2020 | 04/2022 |
| Private Wealth Asset Management | Midland | TX | 04/2022 | 01/2025 |
| Cerity Partners Llc | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-18 |
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