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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-16 |
| NJ | RA | APPROVED | 2026-02-27 |
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 |
|---|---|---|---|---|
| Cornerstone Bank | Sturbridge | MA | 06/2021 | 04/2023 |
| Whiskey On Water | Sutton | MA | 01/2019 | 04/2020 |
| Target Corporation | Worcester | MA | 05/2020 | 03/2021 |
| Worcester State University | Worcester | MA | 09/2018 | 12/2021 |
| Sutton Schools | Sutton | MA | 09/2009 | 06/2018 |
| Lpl Financial Llc | Sturbridge | MA | 06/2021 | 04/2023 |
| Ccr Wealth Management | Westborough | MA | 05/2023 | 02/2026 |
| Cetera Advisors Llc | St Cloud | MN | 05/2023 | 02/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 02/2026 |
| Blackrock | Boston | MA | 02/2026 | Present |
| Blackrock Investments Llc | Boston | MA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-13 |
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