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Advisor at CERITY PARTNERS LLC
NEW YORK, NY | Austin, TX
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 6, 2026 | n/a | yes | NEW YORK, NY|Austin, TX | Current employment |
| AUSTIN PRIVATE WEALTH, LLC | Former SEC adviser | Jul 18, 2019 | Feb 18, 2026 | no | AUSTIN, TX | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Sep 19, 2017 | Jul 18, 2019 | no | Austin, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AUSTIN PRIVATE WEALTH, LLC | CERITY PARTNERS LLC | Feb 18, 2026 | Jan 6, 2026 | -43 | Firm change after gap | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | AUSTIN PRIVATE WEALTH, LLC | Jul 18, 2019 | Jul 18, 2019 | 0 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 304344:151559:TX:2026-02-18 | Feb 18, 2026 | Jan 6, 2026 | AUSTIN, TX | Firm change after gap |
| 6363:304344:TX:2019-07-18 | Jul 18, 2019 | Jul 18, 2019 | AUSTIN, TX | Firm change |