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 | Jan 11, 2022 | n/a | yes | NEW YORK, NY|BOSTON, MA | Current employment |
| DAINTREE ADVISORS LLC | Former SEC adviser | Sep 20, 2017 | Jan 6, 2022 | no | BOSTON, MA|CARMEL, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DAINTREE ADVISORS LLC | CERITY PARTNERS LLC | Jan 6, 2022 | Jan 11, 2022 | 5 | Firm change | RIA to RIA |