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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-22 |
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 |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 01/2025 | Present |
| Cerity Partners Llc | New York | NY | 03/2022 | 12/2024 |
| Pricewaterhousecoopers Llp | San Francisco | CA | 01/2021 | 02/2022 |
| Unemployed | Oak Bluffs | MA | 07/2020 | 12/2020 |
| Full Time Education | Waltham | MA | 08/2019 | 06/2020 |
| Pricewaterhousecoopers Llp | Boston | MA | 06/2019 | 08/2019 |
| Full-Time Education | Waltham | MA | 08/2018 | 06/2019 |
| Unemployed | Oak Bluffs | MA | 07/2017 | 08/2017 |
| Keurig Green Mountain, Inc | Burlington | MA | 09/2016 | 01/2017 |
| Full-Time Education | Waltham | MA | 09/2016 | 06/2017 |
| Full Time Education | Waltham | MA | 08/2017 | 06/2018 |
| Unemployment | Oak Bluffs | MA | 07/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-27 |
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