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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-21 |
| NJ | RA | APPROVED | 2023-11-02 |
Branch Locations
60 State Street Floors Floors 19 & 20, 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 |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2021 | 04/2022 |
| Sunoco | Wrentham | MA | 12/2016 | 05/2017 |
| Eastern Mountain Sports | Wrentham | MA | 05/2017 | 06/2019 |
| Heather Hills Golf Course | Plainville | MA | 07/2019 | 08/2020 |
| Macys | Attleboro | MA | 12/2020 | 01/2021 |
| Roger Williams University | Bristol | RI | 09/2017 | 05/2018 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2018 | 05/2021 |
| King Philip High School | Wrentham | MA | 09/2014 | 05/2017 |
| Putnam Investments/Putnam Retail Management | Boston | MA | 05/2022 | Present |
| Blackrock Investments, Llc | Boston | MA | 09/2023 | Present |
| Blackrock | Boston | MA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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