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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

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

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Full-Time Education Louisville KY 07/2014 05/2024
Ge Appliances Louisville KY 01/2023 12/2023
Cerity Partners Llc New York NY 05/2024 Present
  • 07/2014 → 05/2024
    Full-Time Education
    Louisville, KY
  • 01/2023 → 12/2023
    Ge Appliances
    Louisville, KY
  • 05/2024 → Present
    New York, NY
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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