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Kimberly Phan

Blackrock Investment Management, LLC

Princeton, NJ

Seatlle, WA

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Current Employers
Blackrock Investment Management, Llc

1 University Square Drive, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-02-11
NJ RA APPROVED 2018-12-21
  • WA RA
    APPROVED
    Since 2020-02-11
  • NJ RA
    APPROVED
    Since 2018-12-21

Branch Locations

1 University Square Drive, Princeton, NJ 08540 • United States

601 Union Street, Seatlle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blackrock Seattle WA 05/2018 Present
Blackrock Investments, Llc Seattle WA 08/2018 Present
University Of Pennsylvania Philadelphia PA 08/2014 05/2018
  • 05/2018 → Present
    Blackrock
    Seattle, WA
  • 08/2018 → Present
    Blackrock Investments, Llc
    Seattle, WA
  • 08/2014 → 05/2018
    University Of Pennsylvania
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-20
  • S66 Uniform Combined State Law Examination
    2018-12-20

View on SEC IAPD

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Other Offices

SONGBIRD CAPITAL, LLC · PRINCETON, NJ
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SYSTEMATIC ALPHA INVESTMENTS, LLC · PRINCETON, NJ
PNC WEALTH MANAGEMENT LLC · PRINCETON, NJ
RBC CAPITAL MARKETS, LLC · Princeton, NJ
WATERMARK GROUP, INC. · PRINCETON, NJ
PRINCETON EQUITY GROUP · PRINCETON, NJ
MERCATOR PARTNERS · PRINCETON, NJ

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