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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-14 |
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 |
|---|---|---|---|---|
| Fjy Financial | Reston | VA | 06/2014 | 06/2022 |
| Cerity Partners Llc | New York | NY | 06/2022 | Present |
FINANCIAL PLANNING ASSOCIATION - NATIONAL CAPITAL AREA; N; 1478 GREENMONT COURT, RESTON, VA 20190; NON-PROFIT; CHAIR OF BOARD; 1/2024; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; MANAGE BOARD OF DIRECTORS
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