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RIA / WealthAdvisorCertified Financial Planner20 years in industry

DANIEL E PARK

Advisor at CERITY PARTNERS LLC

NEW YORK, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CERITY PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 16, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 16, 2006
First registration: Mar 9, 2006
Dual registered: no
Other names: DANIEL PARK
IAPD individual key: 4900244

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CERITY PARTNERS LLC	Independent wealth	May 14, 2021	n/a	yes	NEW YORK, NY	Current employment
DENDRON ADVISORS, LLC	Former SEC adviser	Feb 4, 2014	Dec 31, 2015	no	NEW YORK, NY	Previous registration
BLACK CORAL FINANCIAL ADVISORS, LLC	Independent wealth	Dec 11, 2012	Jan 2, 2014	no	MOUNT OLIVE, NJ	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Mar 9, 2006	Feb 27, 2012	no	PARSIPPANY, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DENDRON ADVISORS, LLC	CERITY PARTNERS LLC	Dec 31, 2015	May 14, 2021	1,961	Firm change after gap	Other
BLACK CORAL FINANCIAL ADVISORS, LLC	DENDRON ADVISORS, LLC	Jan 2, 2014	Feb 4, 2014	33	Firm change	Other
GOLDMAN SACHS WEALTH SERVICES, L.P.	BLACK CORAL FINANCIAL ADVISORS, LLC	Feb 27, 2012	Dec 11, 2012	288	Firm change	Other

Relationships

Registered with (4)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
May 14, 2021 to presentfactForm ADV
→ DENDRON ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 4, 2014 to Dec 31, 2015factForm ADV
→ BLACK CORAL FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 11, 2012 to Jan 2, 2014factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Mar 9, 2006 to Feb 27, 2012factForm ADV

Dated events

No dated event names this entity yet.