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Advisor at CERITY PARTNERS LLC
NEW YORK, NY | REDWOOD CITY, 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 RETIREMENT PLAN CONSULTANTS | Institutional manager | Mar 30, 2022 | n/a | yes | REDWOOD CITY, CA|NEW YORK, NY | Current employment |
| CERITY PARTNERS LLC | Independent wealth | Nov 3, 2021 | n/a | yes | NEW YORK, NY|REDWOOD CITY, CA | Current employment |
| B|O|S | Former SEC adviser | Nov 27, 2003 | Nov 1, 2021 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B|O|S | CERITY PARTNERS LLC | Nov 1, 2021 | Nov 3, 2021 | 2 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110496:151559:CA:2021-11-01 | Nov 1, 2021 | Nov 3, 2021 | SAN FRANCISCO, CA | Firm change |