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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 2024-11-25
  • CA RA
    APPROVED
    Since 2024-11-25

Branch Locations

203 Redwood Shores Parkway Suite 510, Redwood City, CA 94065 • 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
Cerity Partners Llc San Francisco CA 05/2023 09/2023
Consilium Wealth Management San Ramon CA 09/2021 05/2023
Bdo Usa Llp San Francisco CA 07/2016 09/2021
Epitome Learning Center Los Angeles CA 09/2023 10/2024
Cerity Partners Llc New York NY 11/2024 Present
  • 05/2023 → 09/2023
    San Francisco, CA
  • 09/2021 → 05/2023
    Consilium Wealth Management
    San Ramon, CA
  • 07/2016 → 09/2021
    Bdo Usa Llp
    San Francisco, CA
  • 09/2023 → 10/2024
    Epitome Learning Center
    Los Angeles, CA
  • 11/2024 → Present
    New York, NY
Previous Registrations
Designations

View on SEC IAPD

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