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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-06 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
150 W Main St. Suite 1500, Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 08/2024 | Present |
| Trinity College | Hartford | CT | 08/2020 | 05/2024 |
| Professional Supply | Virginia Beach | VA | 06/2020 | 07/2020 |
| Professional Supply | Virginia Beach | VA | 06/2021 | 07/2021 |
| Professional Supply | Virginia Beach | VA | 06/2022 | 07/2022 |
| Venture Realty | Virginia Beach | VA | 07/2022 | 08/2022 |
| Stewardship Wealth Management | Fort Worth | TX | 06/2023 | 07/2023 |
| Cape Henry Collegiate | Virginia Beach | VA | 01/2015 | 05/2020 |
| Taste Unlimited | Virginia Beach | VA | 06/2017 | 07/2017 |
| Dockside Seafood Restaurant | Virginia Beach | VA | 06/2018 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-06 |
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