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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-12-13 |
Branch Locations
53 State Street 39Th Floor, Boston, MA 02109 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernstein Wealth Management | Boston | MA | 05/2015 | 11/2016 |
| Td Bank | Boston | MA | 11/2016 | 08/2021 |
| Wilmington Trust / M&T Bank | Boston | MA | 08/2021 | 10/2023 |
| Cerity Partners Llc | New York | NY | 10/2023 | 04/2024 |
| Cerity Partners Llc | New York | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-19 |
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