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Advisor at CERITY PARTNERS LLC
TOWSON, MD | Bonita Springs, FL | NEW YORK, NY
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 3, 2023 | n/a | yes | Bonita Springs, FL|NEW YORK, NY|TOWSON, MD | Current employment |
| MARYLAND CAPITAL MANAGEMENT, LLC | Former SEC adviser | Feb 2, 2005 | Mar 3, 2023 | no | TOWSON, MD|BALTIMORE, MD | Previous registration |
| DEUTSCHE BANK SECURITIES INC. | No RAUM reported | May 11, 2000 | Nov 29, 2004 | no | BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARYLAND CAPITAL MANAGEMENT, LLC | CERITY PARTNERS LLC | Mar 3, 2023 | Jan 3, 2023 | -59 | Firm change after gap | RIA to RIA |
| DEUTSCHE BANK SECURITIES INC. | MARYLAND CAPITAL MANAGEMENT, LLC | Nov 29, 2004 | Feb 2, 2005 | 65 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 133329:151559:MD:2023-03-03 | Mar 3, 2023 | Jan 3, 2023 | BALTIMORE, MD | Firm change after gap |