Inactive

Scott D Toomasson

Cerity Partners LLC

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

Authority	Category	Status	Date
CA	RA	APPROVED	2021-11-03

CA RA
APPROVED

Since 2021-11-03

Branch Locations

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

345 California Street Suite 1100, San Francisco, CA 94104 • 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

Organization	City	State	From	To
Private Capital Management Associates Llc	Half Moon Bay	CA	08/2009	06/2017
Ep Wealth Advisors	Torrance	CA	06/2017	07/2018
B\|0\|S	San Francisco	CA	08/2018	10/2021
Cerity Partners Llc	San Francisco	CA	11/2021	Present

08/2009 → 06/2017

Private Capital Management Associates Llc

Half Moon Bay, CA
06/2017 → 07/2018

Ep Wealth Advisors

Torrance, CA
08/2018 → 10/2021

B|0|S

San Francisco, CA
11/2021 → Present

Cerity Partners Llc

San Francisco, CA

Previous Registrations

2018-09-05 → 2021-11-01

B|O|S

San Francisco, CA
2017-06-01 → 2018-01-11

Ep Wealth Advisors

San Mateo, CA

Torrance, CA
2011-02-18 → 2017-07-01

Private Capital Management Associates Llc

Half Moon Bay, CA

San Mateo, CA
2008-10-09 → 2009-02-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oakland, CA
2006-11-29 → 2008-02-01

Ubs Financial Services Inc.

San Francisco, CA
2005-09-02 → 2006-11-28

Private Capital Management Associates Llc

El Granada, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-02-23
S65	Uniform Investment Adviser Law Examination	2005-09-01
S63	Uniform Securities Agent State Law Examination	2000-03-03

S66 Uniform Combined State Law Examination

2007-02-23
S65 Uniform Investment Adviser Law Examination

2005-09-01
S63 Uniform Securities Agent State Law Examination

2000-03-03

Other Names

Scott D Toomasson
Scott David Toomasson
Scott D Toomason

View on SEC IAPD

Other Firms

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BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

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