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Advisor at CERITY PARTNERS LLC
NEW YORK, NY | SAN FRANCISCO, CA
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 | Jan 1, 2025 | n/a | yes | NEW YORK, NY|SAN FRANCISCO, CA | Current employment |
| ASHFIELD CAPITAL PARTNERS | Former SEC adviser | Aug 1, 2013 | Jan 13, 2023 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASHFIELD CAPITAL PARTNERS | CERITY PARTNERS LLC | Jan 13, 2023 | Jan 1, 2025 | 719 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 142580:151559:CA:2023-01-13 | Jan 13, 2023 | Jan 1, 2025 | SAN FRANCISCO, CA | Firm change after gap |