Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-02 |
| NJ | RA | APPROVED | 2022-08-24 |
Branch Locations
60 State Street 19Th/20Th Floor, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Capstone Financial Partners | Richmond | VA | 07/2019 | 07/2022 |
| University Of Richmond | Richmond | VA | 08/2015 | 05/2019 |
| Lpl Financial Llc | Glen Allen | VA | 07/2021 | 07/2022 |
| Blackrock Inc | Boston | MA | 07/2022 | Present |
| Blackrock Investments Llc | Boston | MA | 08/2022 | Present |
1) Start date 4/2022- Advisory Board Member of University of Richmond's Student Managed Investment Fund- Inv. Related- 410 Westhampton Way, Richmond, VA 23173 - I am a board member of a student managed investment fund where I serve in a mentorship capacity with no influence over investment decisions - I spend at most 1 hour per month to the position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-22 |
Reach out to this advisor