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Advisor at CERITY PARTNERS LLC
LANSDOWNE, VA | 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 | Oct 1, 2025 | n/a | yes | NEW YORK, NY|LANSDOWNE, VA | Current employment |
| OAK HILL WEALTH ADVISORS, LLC | Former SEC adviser | Feb 24, 2023 | Oct 3, 2025 | no | LANSDOWNE, VA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 15, 2019 | Dec 22, 2022 | no | Gainesville, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OAK HILL WEALTH ADVISORS, LLC | CERITY PARTNERS LLC | Oct 3, 2025 | Oct 1, 2025 | -2 | Firm change | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | OAK HILL WEALTH ADVISORS, LLC | Dec 22, 2022 | Feb 24, 2023 | 64 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 318606:151559:VA:2025-10-02 | Oct 3, 2025 | Oct 1, 2025 | LANSDOWNE, VA | Firm change |