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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-26 |
| NJ | RA | APPROVED | 2025-03-21 |
Branch Locations
Pittsburgh, PA • 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 |
|---|---|---|---|---|
| Wisdomtree Asset Management, Inc. | New York | NY | 08/2014 | 03/2018 |
| Foreside Fund Services, Llc | New York | NY | 12/2014 | 03/2018 |
| American Century Investment Services Inc | Kansas City | MO | 03/2018 | 03/2025 |
| Blackrock | Princeton | NJ | 03/2025 | Present |
| Blackrock Investments Llc | Princeton | NJ | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2012-02-27 |
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