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Advisor at CERITY PARTNERS LLC
GREENBRAE, CA | 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 | Feb 27, 2025 | n/a | yes | NEW YORK, NY|GREENBRAE, CA | Current employment |
| KIT COLE INVESTMENT ADVISORY SERVICES | n/a | Feb 4, 2004 | Jun 23, 2005 | no | SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KIT COLE INVESTMENT ADVISORY SERVICES | CERITY PARTNERS LLC | Jun 23, 2005 | Feb 27, 2025 | 7,189 | Firm change after gap | Other |