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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.
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 | Nov 25, 2025 | n/a | yes | LOS ANGELES, CA|NEW YORK, NY | Current employment |
| CERITY PARTNERS LLC | Independent wealth | Nov 25, 2025 | n/a | yes | NEW YORK, NY|LOS ANGELES, CA | Current employment |
| PENSION ARCHITECTS ADVISORY GROUP LLC | Former SEC adviser | Apr 1, 2014 | Feb 23, 2017 | no | MALIBU, CA|NEW YORK, NY | Previous registration |
| CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | Institutional manager | Mar 31, 2014 | Nov 20, 2024 | no | MALIBU, CA|NEW YORK, NY | Previous registration |
| PENSION ARCHITECTS ADVISORY GROUP, LLC | Former SEC adviser | Oct 11, 2010 | Dec 31, 2013 | no | PASADENA, CA|MALIBU, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | PENSION ARCHITECTS ADVISORY GROUP LLC | Nov 20, 2024 | Apr 1, 2014 | -3,886 | Firm change after gap | Other |
| PENSION ARCHITECTS ADVISORY GROUP LLC | CERITY PARTNERS LLC | Feb 23, 2017 | Nov 25, 2025 | 3,197 | Firm change after gap | Other |
| PENSION ARCHITECTS ADVISORY GROUP, LLC | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | Dec 31, 2013 | Mar 31, 2014 | 90 | Firm change | Other |