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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-10 |
| MN | RA | APPROVED | 2025-07-09 |
| NJ | RA | APPROVED | 2025-07-09 |
Branch Locations
Minneapolis, MN • 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 |
|---|---|---|---|---|
| Stadion Money Management | Watkinsville | GA | 07/2014 | 12/2017 |
| Alps Distributors Inc. | Denver | CO | 07/2014 | 11/2016 |
| Alps Distributors Inc. | Denver | CO | 04/2017 | 12/2017 |
| Invesco | Houston | TX | 01/2018 | 09/2023 |
| Grayscale Investments, Llc | Stamford | CT | 03/2024 | 12/2024 |
| Foreside Fund Services, Llc | Tampa | FL | 04/2024 | 08/2024 |
| Unemployed | Boston | MA | 10/2023 | 02/2024 |
| Grayscale Advisors, Llc | Stamford | CT | 06/2024 | 06/2025 |
| Grayscale Securities, Llc | Stamford | CT | 08/2024 | 06/2025 |
| Grayscale Operating, Llc | Stamford | CT | 01/2025 | 06/2025 |
| Blackrock | Chicago | IL | 06/2025 | Present |
| Blackrock Investments Llc | Chicago | IL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-21 |
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