DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CERITY PARTNERS LLC
MILL VALLEY, 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 RETIREMENT PLAN CONSULTANTS | Institutional manager | Mar 11, 2022 | n/a | yes | NEW YORK, NY|MILL VALLEY, CA | Current employment |
| CERITY PARTNERS LLC | Independent wealth | Jan 10, 2022 | n/a | yes | MILL VALLEY, CA|NEW YORK, NY | Current employment |
| BROUWER & JANACHOWSKI, LLC | Former SEC adviser | May 9, 2011 | Jan 3, 2022 | no | MILL VALLEY, CA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Mar 26, 2008 | no | HONOLULU, HI | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Mar 14, 2005 | Apr 2, 2007 | no | HONOLULU, HI|HONOLULU, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROUWER & JANACHOWSKI, LLC | CERITY PARTNERS LLC | Jan 3, 2022 | Jan 10, 2022 | 7 | Firm change | RIA to RIA |
| MORGAN STANLEY & CO. LLC | BROUWER & JANACHOWSKI, LLC | Mar 26, 2008 | May 9, 2011 | 1,139 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146178:151559:CA:2022-01-03 | Jan 3, 2022 | Jan 10, 2022 | MILL VALLEY, CA | Firm change |