Inactive

William Allen Rohr

Cerity Partners LLC

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Current Employers

Cerity Partners Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-07-05

NY RA
APPROVED

Since 2023-07-05

Branch Locations

28 Liberty Street #2850, New York, NY 10005 • 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

Organization	City	State	From	To
Aj Wealth Strategies Llc	New York	NY	06/2015	06/2023
Cerity Partners Llc	New York	NY	07/2023	Present

06/2015 → 06/2023

Aj Wealth Strategies Llc

New York, NY
07/2023 → Present

Cerity Partners Llc

New York, NY

Previous Registrations

2018-08-21 → 2023-08-15

Aj Wealth

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-08-21

S65 Uniform Investment Adviser Law Examination

2018-08-21

View on SEC IAPD

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