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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Inc. | Plainsboro | NJ | 04/2008 | 06/2025 |
| Invesco | Atlanta | GA | 10/2025 | Present |
| Unemployed | Ocean Township | NJ | 06/2025 | 10/2025 |
SETON HALL UNIVERSITY; NOT INVESTMENT RELATED; 400 SOUTH ORANGE AVENUE, SOUTH ORANGE, NEW JERSEY 07079, USA; HIGHER EDUCATION OFFERING UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS; ALUMNI BOARD MEMBER; START: 09/2015; 02 HRS/MO, NOT DURING TRADING HOURS; SERVE AS A LIAISON - ACT AS A BRIDGE BETWEEN THE UNIVERSITY AND ITS NETWORK OF OVER 100,000 ALUMNI, FOSTERING ENGAGEMENT AND COMMUNICATION. [ADVANCEMENT.SHU.EDU], ADVOCATE FOR THE UNIVERSITY - PROMOTE SETON HALL'S MISSION, VALUES, AND STRATEGIC GOALS WITHIN ALUMNI CIRCLES AND THE BROADER COMMUNITY. [SHU.EDU], ADVANCE ALUMNI ENGAGEMENT STRATEGY - PROVIDE GUIDANCE ON INITIATIVES THAT STRENGTHEN ALUMNI CONNECTIONS AND PARTICIPATION IN UNIVERSITY PROGRAMS AND EVENTS. [SHU.EDU], SUPPORT PHILANTHROPY AND FUNDRAISING - ENCOURAGE ALUMNI GIVING AND PERSONALLY CONTRIBUTE TO THE UNIVERSITY'S FUNDRAISING EFFORTS, COMMENSURATE WITH PERSONAL CIRCUMSTANCES. [ALUMNI.SETONHILL.EDU], AMBASSADORSHIP - REPRESENT SETON HALL AT ALUMNI EVENTS, COMMUNITY GATHERINGS, AND WHEN INTERACTING WITH PROSPECTIVE STUDENTS OR ALUMNI. [ALUMNI.SETONHILL.EDU], COMMITTEE PARTICIPATION, SERVE ACTIVELY ON AT LEAST ONE STANDING COMMITTEE AND ONE SPECIAL COMMITTEE TO HELP EXECUTE BOARD INITIATIVES. [ALUMNI.SETONHILL.EDU], MEETING ATTENDANCE - ATTEND AND ACTIVELY PARTICIPATE IN SCHEDULED BOARD MEETINGS (TYPICALLY QUARTERLY). [ALUMNI.SETONHILL.EDU], STAY INFORMED - KEEP UP WITH UNIVERSITY NEWS, ALUMNI PUBLICATIONS, AND STRATEGIC PRIORITIES TO EFFECTIVELY REPRESENT AND ADVOCATE FOR SETON HALL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-28 |
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