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Advisor at CERITY PARTNERS LLC
WHEATON, IL | 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 | Mar 5, 2026 | n/a | yes | NEW YORK, NY|WHEATON, IL | Current employment |
| EDGE FINANCIAL ADVISORS, LLC | Former SEC adviser | May 3, 2024 | Mar 23, 2026 | no | WHEATON, IL | Previous registration |
| ARBOR FINANCIAL SERVICES, LLC | Independent wealth | Mar 2, 2016 | Apr 22, 2024 | no | DOWNERS GROVE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDGE FINANCIAL ADVISORS, LLC | CERITY PARTNERS LLC | Mar 23, 2026 | Mar 5, 2026 | -18 | Firm change | RIA to RIA |
| ARBOR FINANCIAL SERVICES, LLC | EDGE FINANCIAL ADVISORS, LLC | Apr 22, 2024 | May 3, 2024 | 11 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 136426:151559:IL:2026-03-23 | Mar 23, 2026 | Mar 5, 2026 | WHEATON, IL | Firm change |