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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-30 |
| CA | RA | APPROVED | 2024-04-29 |
Branch Locations
400 Howard Street, San Francisco, CA 94105 • 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 |
|---|---|---|---|---|
| Svb Wealth Advisory Inc. | Cottonwood Heights | UT | 01/2021 | 01/2022 |
| Goldman Sachs & Co. Llc | Salt Lake City | UT | 07/2018 | 12/2020 |
| Uc Merced | Merced | CA | 08/2017 | 05/2018 |
| Hall Capital Partners Llc | San Francisco | CA | 06/2017 | 08/2017 |
| Uc Merced | Merced | CA | 08/2016 | 05/2017 |
| Uc Merced | Merced | CA | 08/2014 | 05/2018 |
| Unemployed | San Francisco | CA | 06/2018 | 07/2018 |
| Silicon Valley Bank | Santa Clara | CA | 01/2021 | 01/2022 |
| Tiaa | San Francisco | CA | 01/2022 | 03/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | San Francisco | CA | 01/2022 | 03/2024 |
| Blackrock Investments, Llc | San Francisco | CA | 04/2024 | Present |
| Blackrock | San Francisco | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-13 |
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