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Advisor at CERITY PARTNERS LLC
NEW YORK, NY | NASHVILEE, TN
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 | Apr 2, 2026 | n/a | yes | NASHVILEE, TN|NEW YORK, NY | Current employment |
| COVENANT PARTNERS, LLC | Former SEC adviser | Apr 28, 2022 | Apr 15, 2026 | no | NASHVILLE, TN | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 13, 2019 | Oct 4, 2021 | no | BRENTWOOD, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COVENANT PARTNERS, LLC | CERITY PARTNERS LLC | Apr 15, 2026 | Apr 2, 2026 | -13 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | COVENANT PARTNERS, LLC | Oct 4, 2021 | Apr 28, 2022 | 206 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110137:151559:TN:2026-04-15 | Apr 15, 2026 | Apr 2, 2026 | NASHVILLE, TN | Firm change |