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Advisor at CERITY PARTNERS LLC
LOS ANGELES, CA | NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CERITY PARTNERS LLC | Independent wealth | Jan 1, 2026 | n/a | yes | NEW YORK, NY|LOS ANGELES, CA | Current employment |
| TOUCHDOWN VENTURES INC. | Former SEC adviser | Dec 2, 2014 | Oct 2, 2024 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TOUCHDOWN VENTURES INC. | CERITY PARTNERS LLC | Oct 2, 2024 | Jan 1, 2026 | 456 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173022:151559:PA:2024-10-02 | Oct 2, 2024 | Jan 1, 2026 | PHILADELPHIA, PA | Firm change after gap |