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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Munn Wealth Management | Maumee | OH | 07/2015 | 10/2018 |
| Carnegie Investment Counsel | Pepper Pike | OH | 10/2018 | 01/2019 |
| Carnegie Investment Counsel | Los Angeles | CA | 02/2019 | 03/2020 |
| Running Point Capital Advisors, Llc | El Segundo | CA | 02/2021 | 03/2022 |
| Joshmudsecfp.cOm | Toledo | OH | 04/2020 | 01/2021 |
| Ff Advisors, Llc Dba Family Financial | Sneads Ferry | NC | 03/2022 | 09/2024 |
| Oneascent Financial Services, Llc | Birmingham | AL | 10/2024 | 05/2025 |
| Atfs Advisers Llc | Los Angeles | CA | 05/2025 | 04/2026 |
| Cerity Partners Llc | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-05 |
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