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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-24 |
Branch Locations
11921 Freedom Drive Suite 410, Reston, VA 20190 • 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 | 06/2026 | Present |
| Verum Partners | Charlotte | NC | 06/2025 | 07/2025 |
| Virginia Tech | Blacksburg | VA | 08/2022 | 05/2026 |
| James River High School | Midlothian | VA | 08/2018 | 05/2022 |
| Robious Middle School | Midlothian | VA | 08/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-24 |
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