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

Aug 18, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Aug 18, 2010

First registration

Dec 8, 2017

Dual registered

no

Other names

Alexander Mitchell

IAPD individual key

5800808

• Occurred

  Jun 3, 2025
  Advisor changed firm

  Alexander David Mitchell left Canopy Wealth Management for Cerity Partners Llc (registered 2025-06-11)

  Form ADVobserved 5 days ago
• Occurred

  Jul 16, 2024
  Advisor changed firm

  Alexander David Mitchell left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Canopy Wealth Management (registered 2024-08-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4c7f4352-4148-d71e-aa20-a43a1738da77

First observed

Dec 8, 2017

Last observed

Sep 15, 2026 5 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.