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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-16 |
| NJ | RA | APPROVED | 2025-06-05 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
60 State Street 19Th/20Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hingham | MA | 10/2019 | 03/2021 |
| Unemployed | Duxbury | MA | 05/2019 | 10/2019 |
| St. Lawrence University | Canton | NY | 08/2018 | 05/2019 |
| Duxbury Yacht Club Waterfront | Duxbury | MA | 05/2018 | 08/2018 |
| St. Lawrence University | Canton | NY | 08/2017 | 05/2018 |
| Duxbury Yacht Club Waterfront | Duxbury | MA | 05/2017 | 08/2017 |
| St. Lawrence University | Canton | NY | 08/2016 | 05/2017 |
| Bank Of America, N.A. | Hingham | MA | 10/2019 | 03/2021 |
| Natixis Investment Managers | Boston | MA | 04/2021 | 03/2025 |
| Blackrock | Boston | MA | 04/2025 | Present |
| Blackrock Investments, Llc | Boston | MA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-06 |
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