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Advisor at CERITY PARTNERS LLC
TOWSON, MD | 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 18, 2023 | n/a | yes | TOWSON, MD|NEW YORK, NY | Current employment |
| MARYLAND CAPITAL MANAGEMENT, LLC | Former SEC adviser | Oct 4, 2018 | Mar 3, 2023 | no | TOWSON, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARYLAND CAPITAL MANAGEMENT, LLC | CERITY PARTNERS LLC | Mar 3, 2023 | Jan 18, 2023 | -44 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 133329:151559:MD:2023-03-03 | Mar 3, 2023 | Jan 18, 2023 | TOWSON, MD | Firm change after gap |