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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-20 |
| NJ | RA | APPROVED | 2021-05-04 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 07/2002 | 04/2019 |
| State Street Global Advisors Funds Distributors, Llc | New York | NY | 05/2019 | 03/2021 |
| State Street Global Advisors Trust Company | New York | NY | 05/2019 | 03/2021 |
| Blackrock Investments Llc | New York | NY | 03/2021 | Present |
| Blackrock | New York | NY | 03/2021 | Present |
(1) Mayo Performing Arts Center (MPAC) (Morristown NJ); Board Trustee; Non-investment related; No financial advice provided; No control over finances; The Mayo Performing Arts Center, a 501(c)3 nonprofit performing arts center, seeks to present a wide range of programs that entertain, enrich and educate the diverse population of Northern New Jersey while enhancing the economic vitality of the region; Role: As a Trustee, I have a responsibility to: Provide pro-active and timely input on all policy matters and comply with Theatre By-laws/ Conflicts of Interest Policies; Attend Board of Trustees meetings on a regular basis; Participate in Board Working Committees (currently serving on Finance (non-investment) Committee as well as Diversity, Equity, Inclusion and Accessibility Committee); Give meaningful gifts towards capital campaigns, become a member of the Starlight Society and support the annual Starlight Ball with a sponsorship table (either individually or through company support); Start Date: 11/18/2020; 6 hours/month devoted to activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-30 |
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