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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-29 |
| NY | RA | APPROVED | 2022-09-28 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
50 Hudson Yards, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2015 | 05/2022 |
| Self | Scottsdale | AZ | 07/2014 | Present |
| Jacob Math | Scottsdale | AZ | 08/2009 | 05/2022 |
| Whistl, Llc | Scottsdale | AZ | 04/2013 | 05/2022 |
| Waxy Sugar Llc | Scottsdale | AZ | 05/2013 | Present |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 05/2018 | 05/2022 |
| Blackrock | New York | NY | 05/2022 | Present |
| Blackrock Investments, Llc | New York | NY | 09/2022 | Present |
1.7/23/14,MUSICIAN ,NO,SCOTTSDALE,AZ, ENTERTAINMENT,BASS GUITARIST,LESS THAN 20,0, PERFORM AT SHOWS, USUALLY FOR 1 TO 3 HOURS. 2. 5/22/13,WAXY SUGAR LLC,NO,SCOTTSDALE,AZ, BROADCASTING/MUSIC/FILM,BASS GUITARIST,LESS THAN 20,0,BASS GUITARIST. 3.4/10/13,WHIST,LLC,NO,SCOTTSDALE,AZ, RESTAURANT/FOOD SERVICES,CO-FOUNDER, LESS THAN 20,0,PROVIDED MARKETING, AND RELATIONSHIP MANAGEMENT SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-17 |
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