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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-18 |
| NJ | RA | APPROVED | 2025-06-18 |
Branch Locations
227 West Monroe Street Suite 2800, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| J.P. Morgan Investment Management Inc. | Columbus | OH | 06/2017 | 11/2019 |
| Jpm Distribution Srvcs, Inc. | Columbus | OH | 06/2017 | 11/2018 |
| Ruffalo Noel Levitz | Oxford | OH | 11/2016 | 05/2017 |
| The Woods | Oxford | OH | 08/2014 | 02/2017 |
| Miami University | Oxford | OH | 08/2013 | 05/2017 |
| J.P. Morgan Institutional Investments Inc. | Chicago | IL | 11/2019 | 04/2025 |
| J.P. Morgan Investment Management Inc. | Chicago | IL | 11/2019 | 04/2025 |
| First Round Draft Inc | Oxford | OH | 10/2014 | 01/2018 |
| Blackrock | Chicago | IL | 04/2025 | Present |
| Blackrock Investments, Llc | Chicago | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-18 |
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