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Advisor at CERITY PARTNERS LLC
Jackson, WY | NEW YORK, NY
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 | Dec 1, 2020 | n/a | yes | NEW YORK, NY|Jackson, WY | Current employment |
| ALGONQUIN ADVISORS LLC | Former SEC adviser | Jan 31, 2007 | Dec 7, 2020 | no | GREENWICH, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALGONQUIN ADVISORS LLC | CERITY PARTNERS LLC | Dec 7, 2020 | Dec 1, 2020 | -6 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 114021:151559:CT:2020-12-07 | Dec 7, 2020 | Dec 1, 2020 | GREENWICH, CT | Firm change |