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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-04-12 |
| NJ | RA | APPROVED | 2022-04-06 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
227 W. Monroe Street Suite 2800, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rpk Capital Management, Llc | Chicago | IL | 07/2015 | 11/2017 |
| American Funds | Los Angeles | CA | 11/2017 | 04/2020 |
| American Funds | Los Angeles | CA | 04/2020 | 02/2022 |
| Blackrock | Chicago | IL | 02/2022 | Present |
| Blackrock Investments, Llc | Chicago | IL | 03/2022 | Present |
(1) -- Role/Title: Member on the Board of Directors; Entity Name: Forest Preserve Foundation of Cook County; Description: 4 hours/month; A foundation that supports the parks and forest preserves within Cook County IL; I am a member of the Board of Directors for the Foundation and I also serve on the Finance Committee. Start Date: 09/01/2020 (2) -- "Association of Investment Management Sales Executives Inc.; I was nominated as Vice President of the AIMSE Board of Directors; AIMSE's mission is to provide a worldwide forum for sales and marketing professionals in the investment management industry. We emphasize education, improving skills, and enabling members to adapt to the changing needs of the marketplace. AIMSE fosters high ethical and professional standards regarding the representation of investment strategies and services and actively promotes diversity and inclusion throughout the investment management industry.; Board Member / Director; 6 hrs/month; Start Date:06-01-2025"
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-12 |
| S65 | Uniform Investment Adviser Law Examination | 2015-10-16 |
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