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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2006-09-29 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Pennington | NJ | 07/2001 | Present |
| Blackrock Investments, Inc. | New York | NY | 09/2006 | Present |
| Merrill Lynch Investment Managers, Llc | Plainsboro | NJ | 09/2006 | Present |
(1) Freehold Township Soccer (Freehold, NJ); Treasurer; Non-investment related; No financial advice provided; Control over finances; Organization: Township youth travel soccer league; Role: Track team finances; Start Date: 7/16/2021; 1 hour/month devoted to activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-17 |
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