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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-02 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2012 | 10/2017 |
| Resource Securities, Llc | Philadelphia | PA | 10/2017 | 12/2019 |
| Waypoint Direct Investments, Llc | Glassboro | NJ | 02/2020 | 04/2020 |
| Hanlon Investment Management, Inc. | Egg Harbor Township | NJ | 06/2020 | 01/2021 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 10/2020 | 01/2021 |
| Unemployed | Glassboro | NJ | 05/2020 | 06/2020 |
| Unemployed | Glassboro | NJ | 12/2019 | 02/2020 |
| Fs Investment Solutions, Llc | Philadelphia | PA | 02/2021 | 12/2022 |
| Fs Investment Solutions, Llc | Philadelphia | PA | 01/2023 | 11/2024 |
| Wealthforge Securities Llc | Richmond | VA | 12/2024 | 10/2025 |
| Capital Square Realty Holdings | Glen Allen | VA | 12/2024 | 10/2025 |
| Blackrock | Princeton | NJ | 10/2025 | Present |
| Blackrock Investments, Llc | Princeton | NJ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-13 |
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