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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-12-12 |
Branch Locations
7204 Glen Forest Drive Suite 308, Richmond, VA 23226 • United States
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 |
|---|---|---|---|---|
| College Of William And Mary | Williamsburg | VA | 08/2016 | 05/2018 |
| United Management Co. Llc | Bristol | VA | 07/2018 | 10/2022 |
| Cerity Partners Llc | Norfolk | VA | 10/2022 | 12/2024 |
| Cerity Partners Llc | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-12 |
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