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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-13 |
| SC | RA | APPROVED | 2025-01-13 |
| GA | RA | APPROVED | 2022-07-25 |
| NC | RA | APPROVED | 2022-06-17 |
| VA | RA | APPROVED | 2022-06-17 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States
7204 Glen Forest Drive Suite 308, Richmond, VA 23226 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-26 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
999 Waterside Drive Suite 1000, Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Security Group | Virginia Beach | VA | 05/2006 | 09/2020 |
| Palladium Registered Investment Advisors | Norfolk | VA | 09/2020 | 06/2022 |
| Cerity Partners Llc | New York | NY | 06/2022 | 05/2025 |
| Cerity Partners Llc | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 2008-02-12 |
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