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Current Employers
Cerity Partners Retirement Plan Consultants

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-07-29
  • KY RA
    APPROVED
    Since 2024-07-29

Branch Locations

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

2201 High Wickham Place, Louisville, KY 40245 • United States

Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-07-23
  • KY RA
    APPROVED
    Since 2024-07-23

Branch Locations

2201 High Wickham Place, Louisville, KY 40245 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
University Of Kentucky Lexington KY 01/2021 12/2023
Unemployed Louisville KY 01/2024 05/2024
Lowes Inc Louisville KY 04/2022 12/2022
University Of Kentucky Lexington KY 08/2019 12/2023
Full-Time Education Louisville KY 07/2014 05/2019
Cerity Partners Llc Louisville KY 05/2024 Present
  • 01/2021 → 12/2023
    University Of Kentucky
    Lexington, KY
  • 01/2024 → 05/2024
    Unemployed
    Louisville, KY
  • 04/2022 → 12/2022
    Lowes Inc
    Louisville, KY
  • 08/2019 → 12/2023
    University Of Kentucky
    Lexington, KY
  • 07/2014 → 05/2019
    Full-Time Education
    Louisville, KY
  • 05/2024 → Present
    Louisville, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-23
  • S65 Uniform Investment Adviser Law Examination
    2024-07-23

View on SEC IAPD

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