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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-10 |
| NJ | RA | APPROVED | 2022-05-02 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
60 State Street 19Th/20Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Funds Distributor | Boston | MA | 06/2016 | 09/2018 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 09/2018 | 04/2022 |
| Blackrock | Boston | MA | 04/2022 | Present |
| Blackrock Investments, Llc | Boston | MA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-04 |
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