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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-04-08 |
Branch Locations
2201 High Wickham Place, Louisville, KY 40245 • 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 |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 12/2023 | Present |
| Louisville Overstock Warehouse | Jeffersontown | KY | 02/2022 | 12/2023 |
| J Hagan Capital | Louisville | KY | 11/2022 | 06/2023 |
| Coastline Pool Services | Harbeson | DE | 05/2017 | 08/2022 |
| Full-Time Education | Milford | DE | 02/2014 | 06/2019 |
| Full-Time Education | Louisville | KY | 08/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
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