DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CERITY PARTNERS LLC
PITTSBURGH, PA | NEW YORK, NY | PITTSBURGGH, PA
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 | Oct 17, 2024 | n/a | yes | PITTSBURGGH, PA|NEW YORK, NY | Current employment |
| CERITY PARTNERS LLC | Independent wealth | Aug 28, 2024 | n/a | yes | PITTSBURGH, PA|NEW YORK, NY | Current employment |
| XPYRIA INVESTMENT ADVISORS, INC. | Former SEC adviser | Mar 26, 2002 | Sep 4, 2024 | no | PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| XPYRIA INVESTMENT ADVISORS, INC. | CERITY PARTNERS LLC | Sep 4, 2024 | Aug 28, 2024 | -7 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106438:151559:PA:2024-09-04 | Sep 4, 2024 | Aug 28, 2024 | PITTSBURGH, PA | Firm change |