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Current Employers
Blackrock Investment Management, Llc

1 University Square Drive, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-26
NJ RA APPROVED 2025-03-21
  • PA RA
    APPROVED
    Since 2026-02-26
  • NJ RA
    APPROVED
    Since 2025-03-21

Branch Locations

Pittsburgh, PA • United States

1 University Square Drive, Princeton, NJ 08540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2014 → 03/2018
    Wisdomtree Asset Management, Inc.
    New York, NY
  • 12/2014 → 03/2018
    Foreside Fund Services, Llc
    New York, NY
  • 03/2018 → 03/2025
    American Century Investment Services Inc
    Kansas City, MO
  • 03/2025 → Present
    Blackrock
    Princeton, NJ
  • 03/2025 → Present
    Blackrock Investments Llc
    Princeton, NJ
Previous Registrations
  • 2012-02-29 → 2013-07-10
    Wills Financial Group
    Richmond, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-09-09
S65 Uniform Investment Adviser Law Examination 2012-02-27
  • S63 Uniform Securities Agent State Law Examination
    2014-09-09
  • S65 Uniform Investment Adviser Law Examination
    2012-02-27
Designations

View on SEC IAPD

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