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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-06 |
| CT | RA | APPROVED | 2018-02-07 |
| NJ | RA | APPROVED | 2016-05-31 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
50 Hudson Yards, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barclays Global Investors | San Francisco | CA | 07/2007 | Present |
(1) -- Darien YMCA; Serving as a Board Member for the Darien YMCA; Board Member / Director; Monthly meetings reviewing the general operations of the Darien YMCA; 4 hrs/month; Start Date:04-28-2025 (2) -- The Money Management Institute; Member, Board of Governers; Quarterly meetings reviewing industry trends.; 4 hrs/month; Start Date:04-11-2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-17 |
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