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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
Branch Locations
4350 Executive Drive Suite 215, San Diego, CA 92121 • 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 | 05/2024 | 07/2024 |
| University Of San Diego | San Diego | CA | 08/2024 | 05/2025 |
| Cerity Partners Llc | New York | NY | 05/2025 | 07/2025 |
| University Of San Diego | San Diego | CA | 08/2025 | 05/2026 |
| Cerity Partners Llc | New York | NY | 06/2026 | Present |
| Full-Time Education | Solana Beach | CA | 08/2016 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-31 |
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