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.

Current firm

CERITY PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 7, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

1

Exams

S63

First exam

Dec 7, 2000

First registration

May 9, 2021

Dual registered

no

Other names

KARIN Jeanne Lopez

IAPD individual key

4213019

• Occurred

  Mar 9, 2023
  Advisor changed firm

  Karin Jeanne Lopez left Arista Wealth Advisors, Ltd for Graypoint Llc (registered 2023-03-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d29f8cf4-8337-6e05-59fb-9be0dadb9b2c

First observed

May 9, 2021

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.