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Advisor at CERITY PARTNERS LLC
NEW YORK, NY | LANSDOWNE, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CERITY PARTNERS LLC | Independent wealth | Oct 1, 2025 | n/a | yes | LANSDOWNE, VA|NEW YORK, NY | Current employment |
| OAK HILL WEALTH ADVISORS, LLC | Former SEC adviser | May 9, 2022 | Oct 2, 2025 | no | LANSDOWNE, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 27, 2020 | May 23, 2022 | no | LEESBURG, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OAK HILL WEALTH ADVISORS, LLC | CERITY PARTNERS LLC | Oct 2, 2025 | Oct 1, 2025 | -1 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | OAK HILL WEALTH ADVISORS, LLC | May 23, 2022 | May 9, 2022 | -14 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 318606:151559:VA:2025-10-02 | Oct 2, 2025 | Oct 1, 2025 | LANSDOWNE, VA | Firm change |
| 19616:318606:VA:2022-05-23 | May 23, 2022 | May 9, 2022 | LEESBURG, VA | Firm change |