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Kyle Arthur Shelley

Cerity Partners LLC

Denver, CO

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-15
  • CO RA
    APPROVED
    Since 2025-01-15

Branch Locations

6900 E Layton Ave Suite 1150, Denver, CO 80237 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Edgerock Wealth Management Engelwood CO 09/2021 01/2025
Verus Global Littleton CO 11/2019 07/2020
Freeway Ford Denver CO 10/2014 11/2019
Red Coaching & Consulting Littleton CO 07/2020 08/2021
Cerity Partners Llc New York NY 01/2025 Present
  • 09/2021 → 01/2025
    Edgerock Wealth Management
    Engelwood, CO
  • 11/2019 → 07/2020
    Verus Global
    Littleton, CO
  • 10/2014 → 11/2019
    Freeway Ford
    Denver, CO
  • 07/2020 → 08/2021
    Red Coaching & Consulting
    Littleton, CO
  • 01/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-13
  • S65 Uniform Investment Adviser Law Examination
    2021-01-13

View on SEC IAPD

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