DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CERITY PARTNERS LLC
NEW YORK, NY | SAN FRANCISCO, CA
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 | Nov 9, 2020 | n/a | yes | NEW YORK, NY|SAN FRANCISCO, CA | Current employment |
| WORLDVIEW WEALTH ADVISORS | Former SEC adviser | Jan 3, 2006 | Nov 10, 2020 | no | SAN FRANCISCO, CA | Previous registration |
| CHINOOK CAPITAL MANAGEMENT LLC | Former SEC adviser | Oct 21, 2002 | Nov 10, 2005 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WORLDVIEW WEALTH ADVISORS | CERITY PARTNERS LLC | Nov 10, 2020 | Nov 9, 2020 | -1 | Firm change | RIA to RIA |
| CHINOOK CAPITAL MANAGEMENT LLC | WORLDVIEW WEALTH ADVISORS | Nov 10, 2005 | Jan 3, 2006 | 54 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 138891:151559:CA:2020-11-10 | Nov 10, 2020 | Nov 9, 2020 | SAN FRANCISCO, CA | Firm change |