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Current Employers
Blackrock Investment Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-15
IL RA APPROVED 2026-05-14
  • NJ RA
    APPROVED
    Since 2026-05-15
  • IL RA
    APPROVED
    Since 2026-05-14

Branch Locations

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

227 West Monroe St., Suite 4300, Chicago, IL 60606 • 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
University Of New Hampshire Durham MA 01/2010 05/2018
Allcare Hospice Vna Lynn MA 05/2018 08/2018
University Of New Hampshire Durham MA 08/2018 05/2019
Salem Five Investment Services Salem MA 05/2019 08/2019
University Of New Hampshire Durham MA 08/2019 05/2020
Nepc Boston MA 06/2020 06/2020
Eaton Vance Management Boston MA 07/2020 02/2026
Morgan Stanley Services Group, Inc. Boston MA 01/2022 06/2024
Eaton Vance Distributors, Inc. Boston MA 06/2024 02/2026
Blackrock Chicago IL 03/2026 Present
Blackrock Investments Llc Chicago IL 03/2026 Present
  • 01/2010 → 05/2018
    University Of New Hampshire
    Durham, MA
  • 05/2018 → 08/2018
    Allcare Hospice Vna
    Lynn, MA
  • 08/2018 → 05/2019
    University Of New Hampshire
    Durham, MA
  • 05/2019 → 08/2019
    Salem Five Investment Services
    Salem, MA
  • 08/2019 → 05/2020
    University Of New Hampshire
    Durham, MA
  • 06/2020 → 06/2020
    Nepc
    Boston, MA
  • 07/2020 → 02/2026
    Eaton Vance Management
    Boston, MA
  • 01/2022 → 06/2024
    Morgan Stanley Services Group, Inc.
    Boston, MA
  • 06/2024 → 02/2026
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 03/2026 → Present
    Blackrock
    Chicago, IL
  • 03/2026 → Present
    Blackrock Investments Llc
    Chicago, IL
Other Businesses

(1) Holezy Golf; I am the creator of Holezy Golf, a golf tee time concierge service designed to help golfers plan their golf day and access tee times that are not yet available through public booking windows. Users select a golf course and desired criteria, and Holezy Golf monitors the course's publicly available booking system on the user's behalf. When tee times meeting the user's criteria become available, the service facilitates the booking process. Holezy Golf is a planning and monitoring tool.; Founder / Co-founder; 15 hrs/month; Start Date:11-01-2024

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-14
S63 Uniform Securities Agent State Law Examination 2021-04-05
  • S65 Uniform Investment Adviser Law Examination
    2026-05-14
  • S63 Uniform Securities Agent State Law Examination
    2021-04-05

View on SEC IAPD

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