DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CERITY PARTNERS LLC
BOSTON, MA | 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 | May 12, 2026 | n/a | yes | NEW YORK, NY|BOSTON, MA | Current employment |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Sep 28, 2023 | Oct 9, 2024 | no | Miami Lakes, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLORIDA FINANCIAL ADVISORS, LLC | CERITY PARTNERS LLC | Oct 9, 2024 | May 12, 2026 | 580 | Firm change after gap | Ibd to RIA |