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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-12-12
  • VA RA
    APPROVED
    Since 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

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
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
  • 08/2016 → 05/2018
    College Of William And Mary
    Williamsburg, VA
  • 07/2018 → 10/2022
    United Management Co. Llc
    Bristol, VA
  • 10/2022 → 12/2024
    Norfolk, VA
  • 01/2025 → Present
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-12
  • S65 Uniform Investment Adviser Law Examination
    2022-12-12
Designations

View on SEC IAPD

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