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Brian Wilson

Cerity Partners LLC

New York, NY

San Francisco, CA

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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 2024-04-22
  • CA RA
    APPROVED
    Since 2024-04-22

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

345 California Street Suite 1100, San Francisco, CA 94111 • 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 New York NY 02/2024 Present
Unemployed San Francisco CA 10/2023 02/2024
First Republic Bank San Francisco CA 06/2017 09/2023
Realtyshares San Francisco CA 12/2016 05/2017
Funding Circle San Francisco CA 12/2014 12/2016
  • 02/2024 → Present
    Cerity Partners Llc
    New York, NY
  • 10/2023 → 02/2024
    Unemployed
    San Francisco, CA
  • 06/2017 → 09/2023
    First Republic Bank
    San Francisco, CA
  • 12/2016 → 05/2017
    Realtyshares
    San Francisco, CA
  • 12/2014 → 12/2016
    Funding Circle
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-20
  • S65 Uniform Investment Adviser Law Examination
    2024-04-20

View on SEC IAPD

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