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Bonnie Suveerachaimontian

Cerity Partners LLC

San Francisco, CA

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-11-09
  • CA RA
    APPROVED
    Since 2020-11-09

Branch Locations

1 Sansome Street Suite 3500, San Francisco, CA 94104 • 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
Worldview Wealth Advisors San Francisco CA 09/2016 11/2020
Cerity Partners Llc San Francisco CA 11/2020 Present
  • 09/2016 → 11/2020
    Worldview Wealth Advisors
    San Francisco, CA
  • 11/2020 → Present
    Cerity Partners Llc
    San Francisco, CA
Previous Registrations
  • 2017-03-20 → 2020-11-10
    Worldview Wealth Advisors
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-14
  • S65 Uniform Investment Adviser Law Examination
    2017-03-14
Designations

View on SEC IAPD

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