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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-19 |
| NJ | RA | APPROVED | 2023-10-18 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
725 Ponce De Leon Ave Ne, Atlanta, GA 30306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pennsylvania | Philadelphia | PA | 08/2016 | 05/2020 |
| Good Hill Partners Lp | Greenwich | CT | 05/2017 | 07/2017 |
| Alexsar Capital Llc | Philadelphia | PA | 05/2018 | 06/2018 |
| Suntrust Robinson Humphrey/ Truist Securities | Atlanta | GA | 07/2020 | 08/2023 |
| Telos Asset Management | New York | NY | 07/2018 | 08/2018 |
| Weiss Multi-Strategy Advisers | New York | NY | 06/2019 | 08/2019 |
| Blackrock Investments, Llc | Atlanta | GA | 08/2023 | Present |
| Blackrock | Atlanta | GA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-27 |
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