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Advisor at CERITY PARTNERS LLC
BOSTON, MA | 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 3, 2025 | n/a | yes | NEW YORK, NY|BOSTON, MA | Current employment |
| PRIO WEALTH LP | Former SEC adviser | Mar 28, 2002 | Feb 3, 2025 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIO WEALTH LP | CERITY PARTNERS LLC | Feb 3, 2025 | Jan 3, 2025 | -31 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105058:151559:MA:2025-02-03 | Feb 3, 2025 | Jan 3, 2025 | BOSTON, MA | Firm change after gap |