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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-04 |
Branch Locations
53 State Street 39Th Floor, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Clare Controls Inc | Sarasota | FL | 05/2017 | 08/2017 |
| Grantham Mayo Van Otterloo & Co. | Boston | MA | 06/2018 | 12/2018 |
| Putnam Investments | Boston | MA | 06/2019 | 12/2019 |
| Cerity Partners Llc | New York | NY | 08/2021 | 12/2024 |
| Full-Time Education | Boston | MA | 09/2013 | 06/2021 |
| Cerity Partners Llc | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-06 |
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