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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-01 |
Branch Locations
601 S. Figueroa Street Suite 2000, Los Angeles, CA 90017 • 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 |
|---|---|---|---|---|
| Loudoun County Public Schools | Ashburn | VA | 04/2016 | 06/2020 |
| Pepperdine University | Malibu | CA | 08/2020 | 05/2024 |
| Dulles Little League | Ashburn | VA | 05/2024 | 08/2024 |
| Cerity Partners Llc | New York | NY | 08/2024 | Present |
| Edward Jones | Camarillo | CA | 08/2023 | 05/2024 |
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