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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-23 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 08/2021 | 08/2023 |
| Morgan Stanley | New York | NY | 06/2019 | 08/2019 |
| Dimensional Fund Advisors | Austin | TX | 07/2020 | 08/2020 |
| Dtcc | Jersey City | NJ | 06/2018 | 08/2018 |
| The Citco Group Limited | Jersey City | NJ | 05/2020 | 07/2020 |
| Citi Habitats / Nrt, Llc | New York | NY | 06/2017 | 09/2017 |
| Stevens Institute Of Technology | Hoboken | NJ | 08/2016 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2023 | 06/2024 |
| Blackrock | Princeton | NJ | 06/2024 | Present |
| Blackrock Investments Llc | Princeton | NJ | 07/2024 | Present |
I*1475252 For profit or not for profit: Entity For Profit Name of outside business organization: Cuello Capital LLC Investment related: N Address of business: Austin, Texas, 78704 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 12/9/2021 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , This LLC is for investing in real estate with my two sisters. We each have about 33% ownership and currently have 1 property in Texas. I don't intend to invest in any securities in this LLC. I*: 1846291 Entity Type: Entity Charitable Name of OBA: NYC Alzheimer's Association Junior Board Address: New York, NY Investment Related: No Position, Title, Association: Board member Employee Start Date: 6/12/2024 Number of Hours: 2 hrs monthly Number of Hours during trading: 0 Duties: Charitable organization to promote awareness of Alzheimer's and raise donations for Alzheimer's donations. As a junior board member, my job is to help organize events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
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