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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-26 |
| PA | RA | APPROVED | 2026-08-25 |
Branch Locations
2929 Arch Street, 16Th Floor, Philadelphia, PA 19104 • 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 |
|---|---|---|---|---|
| Eastern University | St. Davids | PA | 08/2013 | 05/2018 |
| Eastern University | St. Davids | PA | 08/2013 | 05/2018 |
| Lincoln Financial Distributors | Radnor | PA | 06/2018 | 08/2021 |
| Pfs Investments Inc. | Wilmington | DE | 08/2021 | 11/2021 |
| Primerica Financial Services | Wilmington | DE | 07/2021 | 11/2021 |
| Sei Investments Distribution Co. | Oaks | PA | 12/2021 | 07/2026 |
| Blackrock | Philadelphia | PA | 08/2026 | Present |
| Blackrock Investments Llc | Philadelphia | PA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-31 |
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