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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-25 |
| NJ | RA | APPROVED | 2025-08-14 |
Branch Locations
60 State Street 19Th/20Th Floor, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Toast Inc | Boston | MA | 10/2019 | 04/2020 |
| Ventosa Vineyards | Geneva | NY | 06/2018 | 10/2018 |
| Waters Edge Resort And Spa | Westbrook | CT | 06/2017 | 08/2017 |
| Hobart And William Smith Colleges | Geneva | NY | 08/2015 | 05/2019 |
| Unemployed | Killingworth | CT | 05/2019 | 10/2019 |
| Unemployed | Brighton | MA | 04/2020 | 09/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2020 | 12/2021 |
| Northwestern Mutual Investment Services Llc | Braintree | MA | 10/2020 | 12/2021 |
| Citizens Securities, Inc | Westwood | MA | 01/2022 | 10/2022 |
| Citizens Bank, N.A | Westwood | MA | 01/2022 | 10/2022 |
| Citizens Securities, Inc | Boston | MA | 10/2022 | 06/2024 |
| Citizens Bank, N/A | Boston | MA | 10/2022 | 06/2024 |
| Citizens Securities, Inc. | Boston | MA | 06/2024 | 07/2025 |
| Blackrock | Boston | MA | 08/2025 | Present |
| Blackrock Investments Llc | Boston | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-20 |
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