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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-15 |
| MA | RA | APPROVED | 2025-02-19 |
| NJ | RA | APPROVED | 2024-07-09 |
Branch Locations
227 W. Monroe Street Suite 2800, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Hobart & William Smith Colleges | Geneva | NY | 09/2013 | 05/2017 |
| Apollo Global Management | Purchase | NY | 06/2017 | 09/2017 |
| Cambridge Associates | Boston | MA | 01/2018 | 10/2018 |
| Twin Focus Capital Partners, Llc | Boston | MA | 10/2018 | 06/2020 |
| Unemployed | Scarborough | ME | 09/2017 | 01/2018 |
| Unemployed | Boston | MA | 06/2020 | 01/2021 |
| Lpl Financial, Llc | Winchester | MA | 01/2021 | 11/2022 |
| Shepherd Financial Partners, Llc | Boston | MA | 01/2021 | 11/2022 |
| Blackrock | Boston | MA | 04/2024 | Present |
| Blackrock Investments Llc | Boston | MA | 04/2024 | Present |
| The Rmr Group | Newton | MA | 11/2022 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-30 |
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