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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-19 |
| NJ | RA | APPROVED | 2025-08-04 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
60 State Street Floors 19 & 20, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | Boston | MA | 06/2025 | Present |
| Blackrock Investments, Llc | Boston | MA | 06/2025 | Present |
| Sixty Vines | Washington | DC | 02/2025 | 05/2025 |
| Mfs Investment Management | Boston | MA | 06/2024 | 08/2024 |
| The Casual Gourmet | Centerville | MA | 06/2024 | 08/2024 |
| Cion Investments | New York City | NY | 06/2023 | 08/2023 |
| The Casual Gourmet | Centerville | MA | 06/2023 | 08/2023 |
| Comperio Retirement Constulting, Inc. | Cary | NC | 05/2020 | 06/2021 |
| Comperio Retirement Consulting, Inc. | Cary | NC | 05/2019 | 06/2019 |
| Comperio Retirement Consulting, Inc. | Cary | NC | 05/2018 | 06/2018 |
| The George Washington University | Washington | DC | 09/2021 | 05/2025 |
| Unemployed Before Starting College | Cary | NC | 06/2021 | 08/2021 |
| Cardinal Gibbons High School | Raleigh | NC | 09/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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