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.

Current firm

CERITY PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 30, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S65

First exam

Jan 30, 2010

First registration

Feb 1, 2010

Dual registered

no

Other names

LAURIE JEAN REILLY

IAPD individual key

2609531

• Occurred

  Aug 22, 2023
  Advisor changed firm

  Laurie Fried left Lumina Financial Consultants, Llc for Cerity Partners Llc (registered 2023-07-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:35ee8bf8-4027-06b5-ee58-4a9ed23b9c2b

First observed

Feb 1, 2010

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.