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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-16 |
| NJ | RA | APPROVED | 2019-05-30 |
| CA | RA | APPROVED | 2019-05-24 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
725 Ponce De Leon Ave Ne, Atlanta, GA 30306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandler O'NEill & Partners, Lp | San Francisco | CA | 02/2014 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 01/2018 | 05/2019 |
| Amber Solutions, Inc. | Dublin | CA | 09/2017 | 01/2018 |
| Bank Of America, N.A. | Walnut Creek | CA | 01/2018 | 05/2019 |
| Blackrock | Atlanta | GA | 05/2019 | Present |
| Blackrock Investments Llc | Atlanta | GA | 05/2019 | Present |
(1) Ebenezer Pond Homeowners Association; Homeowners Association; Committee Member - Architectural Committee; Sit on the Architectural Committee reviewing plans and proposals for home updates in the neighborhood; 5 hours per month; Start date: 02/01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-15 |
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