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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 2026-05-07
  • CA RA
    APPROVED
    Since 2026-05-07

Branch Locations

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

203 Redwood Shores Parkway Suite 510, Redwood City, CA 94065 • 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
B|O|S San Francisco CA 09/2015 08/2020
Unemployed Mountain View CA 08/2020 04/2026
Cerity Partners Llc New York NY 05/2026 Present
  • 09/2015 → 08/2020
    B|O|S
    San Francisco, CA
  • 08/2020 → 04/2026
    Unemployed
    Mountain View, CA
  • 05/2026 → Present
    New York, NY
Previous Registrations
  • 2017-05-03 → 2020-09-29
    B|O|S
    San Francisco, CA
Designations

View on SEC IAPD

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