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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-03 |
| NJ | RA | APPROVED | 2021-10-13 |
Branch Locations
60 State Street Floors 19 & 20, 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 |
|---|---|---|---|---|
| The Bank Of New York Mellon Corporation | Boston | MA | 11/2015 | 04/2017 |
| The Wartosky Group | Boston | MA | 04/2017 | 07/2018 |
| Amundi Pioneer Distributor, Inc. | Boston | MA | 07/2018 | Present |
| Blackrock | Boston | MA | 09/2021 | Present |
| Blackrock Investments, Llc | Boston | MA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-24 |
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