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Advisor at CERITY PARTNERS LLC
PORTLAN, OR | 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 | Jul 1, 2026 | n/a | yes | PORTLAN, OR|NEW YORK, NY | Current employment |
| CORDANT WEALTH PARTNERS | Former SEC adviser | Oct 10, 2025 | Jul 17, 2026 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORDANT WEALTH PARTNERS | CERITY PARTNERS LLC | Jul 17, 2026 | Jul 1, 2026 | -16 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152395:151559:OR:2026-07-17 | Jul 17, 2026 | Jul 1, 2026 | PORTLAND, OR | Firm change |