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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-04 |
| NY | RA | APPROVED | 2025-09-04 |
Branch Locations
50 Hudson Yards, New York, NY 10001 • United States
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Investment Management Company Llc | Newport Beach | CA | 08/2003 | 04/2022 |
| Pimco Investments Llc | Newport Beach | CA | 02/2011 | 04/2022 |
| Blackrock Investments, Llc | New York | NY | 05/2025 | Present |
| Blackrock | New York | NY | 04/2025 | Present |
| Unemployed | Aspen | CO | 04/2022 | 10/2024 |
| Picco Beverage Group Llc | Aspen | CO | 10/2024 | 04/2025 |
(1) -- DSHB Equity Group; Property manager / Owner; I am a part of an investor group that acquired some land and is in the process of developing a small residential real estate project in California, will the goal of selling it over the coming years. I am strictly a financial investor; I play no role in running the project.; 0 hrs/month; Start Date:07-15-2022 (2) -- Personal Property Rental; Property manager / Owner; I am doing short-term rentals on a condo that I own in Colorado.; 0.5 hrs/month; Start Date:08-01-2023 (3) -- Personal Rental Property; Property manager / Owner; I am doing long-term rentals of a house that I own in California.; 0.5 hrs/month; Start Date:05-01-2023 (4) -- Picco Beverage Group LLC; Board Member / Director; Overview: Picco is a relatively new company but is an emerging leader in the functional beverage category. It is the parent company to two subsidiary brands. The flagship brand is Triple, which is a non-alcoholic seltzer that has hemp-derived THC as its active ingredient; I received a small equity stake (details still being negotiated), in addition to a personal investment that I made. The CEO would like to retain me as a board member (ideally) or as an advisor. Practically this would not involve much time, one annual meeting and an infrequent ad hoc call, both of which I would not see as interfering with work at BLK in any material way; 0.33 hrs/month; Start Date:10-15-2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-03 |
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