Best Investors
Account
Sign in
50 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-02-03 |
| NJ | RA | APPROVED | 2014-03-04 |
Branch Locations
50 Hudson Yards, New York, NY 10001 • United States
1 University Square Drive, Princeton, NJ 08540-6455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Financial Management, Inc. | New York | NY | 10/2000 | Present |
| Blackrock Investments, Inc. | New York | NY | 10/2000 | Present |
Notre Dame High School. Parochial High School. Finance Board Member. To oversee the financial operations of the School, including approval of the annual budget, review and approval of the annual financial statement reviewed by external accountant, review of the schools investment portfolio ensuring the compliance with the Diocesan of Trenton investment policies, ensuring adequate controls over the financial resources are maintained. 1-2 hours a month. 06/20/2022 - 07/01/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-21 |
Reach out to this advisor