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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-02-28
  • NJ RA
    APPROVED
    Since 2023-02-28

Branch Locations

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

241 North Avenue W Third Floor, Suite 300, Westfield, NJ 07090 • 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
Round Table Wealth Management Westfield NJ 02/2022 11/2022
Kpmg Llp Baltimore MD 10/2019 02/2022
Loyola University Maryland Baltimore MD 06/2018 05/2019
Full Time Student Baltimore MD 08/2011 05/2018
Loyola University Maryland Baltimore MD 08/2014 06/2018
Unemployed Baltimore MD 05/2019 10/2019
Cerity Partners Llc New York NY 12/2022 Present
  • 02/2022 → 11/2022
    Round Table Wealth Management
    Westfield, NJ
  • 10/2019 → 02/2022
    Kpmg Llp
    Baltimore, MD
  • 06/2018 → 05/2019
    Loyola University Maryland
    Baltimore, MD
  • 08/2011 → 05/2018
    Full Time Student
    Baltimore, MD
  • 08/2014 → 06/2018
    Loyola University Maryland
    Baltimore, MD
  • 05/2019 → 10/2019
    Unemployed
    Baltimore, MD
  • 12/2022 → Present
    New York, NY
Previous Registrations
  • 2022-07-11 → 2022-12-02
    Round Table Wealth Management
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-01
  • S65 Uniform Investment Adviser Law Examination
    2022-07-01

View on SEC IAPD

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