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Advisor at CERITY PARTNERS LLC
NEW YORK, NY | EL SEGUNDO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CERITY PARTNERS LLC | Independent wealth | Mar 9, 2026 | n/a | yes | NEW YORK, NY|EL SEGUNDO, CA | Current employment |
| RUNNING POINT CAPITAL ADVISORS LLC | Former SEC adviser | May 13, 2020 | Mar 30, 2026 | no | El Segundo, CA | Previous registration |
| HOLLENCREST CAPITAL MANAGEMENT | Independent wealth | Sep 28, 2016 | Aug 6, 2019 | no | NEWPORT BEACH, CA|NEWPORT BEACH, CA|NEWPORT BEACH, CA | Previous registration |
| DOUBLE EAGLE PARTNERS | Former SEC adviser | Jul 31, 2015 | Jun 18, 2019 | no | NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RUNNING POINT CAPITAL ADVISORS LLC | CERITY PARTNERS LLC | Mar 30, 2026 | Mar 9, 2026 | -21 | Firm change | RIA to RIA |
| HOLLENCREST CAPITAL MANAGEMENT | RUNNING POINT CAPITAL ADVISORS LLC | Aug 6, 2019 | May 13, 2020 | 281 | Firm change | RIA to RIA |
| DOUBLE EAGLE PARTNERS | HOLLENCREST CAPITAL MANAGEMENT | Jun 18, 2019 | Sep 28, 2016 | -993 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 306275:151559:CA:2026-03-30 | Mar 30, 2026 | Mar 9, 2026 | EL SEGUNDO, CA | Firm change |