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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-03 |
| NJ | RA | APPROVED | 2025-03-03 |
Branch Locations
725 Ponce De Leon Ave Ne, Atlanta, GA 30306 • 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 |
|---|---|---|---|---|
| Case Escape, Llc | Philadelphia | PA | 04/2016 | 04/2018 |
| Crossfit University City | Philadelphia | PA | 04/2015 | 06/2018 |
| Drexel University | Philadelphia | PA | 09/2013 | 06/2018 |
| Touchstone Securities, Inc. | Cincinnati | OH | 06/2018 | 06/2020 |
| Pacific Investment Management Company Llc | Austin | TX | 06/2020 | 08/2021 |
| Pimco Investments Llc | Austin | TX | 06/2020 | 08/2021 |
| Massmutual Life Insurance Company | Cincinnati | OH | 08/2021 | 06/2022 |
| Mml Investor Services, Llc | Cincinnati | OH | 09/2021 | 06/2022 |
| The Prudential Insurance Company Of America | Cincinnati | OH | 07/2022 | Present |
| Pruco Securities, Llc | Cincinnati | OH | 07/2022 | Present |
| Blackrock | Atlanta | GA | 06/2024 | Present |
| Blackrock Investments Llc | Atlanta | GA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-13 |
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