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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| SC | RA | APPROVED | 2026-01-02 |
| GA | RA | APPROVED | 2022-09-20 |
| NC | RA | APPROVED | 2022-06-09 |
| VA | RA | APPROVED | 2022-06-09 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States
7204 Glen Forest Drive Suite 308, Richmond, VA 23226 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-15 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • 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 |
|---|---|---|---|---|
| Palladium Partners, Llc | Norfolk | VA | 08/2013 | 06/2022 |
| Cerity Partners Llc | New York | NY | 06/2022 | Present |
Virginia Stage Company, N, 108 E Tazewell St. Norfolk VA 23510, Board Member, Start date 2018, 3 hours/month, My duties are serving as a Trustee of the board and overseeing the general business of the Theatre.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-01 |
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