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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-21 |
| PA | RA | APPROVED | 2025-08-20 |
Branch Locations
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 Vanguard Group, Inc. | Malvern | PA | 06/2014 | 09/2018 |
| The Vanguard Group, Inc. | Kansas City | MO | 09/2018 | 08/2019 |
| The Vanguard Group, Inc. | Overland Park | KS | 08/2019 | 03/2022 |
| The Vanguard Group, Inc | Mission Hills | KS | 03/2022 | 11/2022 |
| The Vanguard Group, In | Blue Bell | PA | 11/2022 | 12/2022 |
| The Vanguard Group, Inc | Darien | CT | 12/2022 | 05/2025 |
| Blackrock | Princeton | NJ | 06/2025 | Present |
| Blackrock Investments Llc | Princeton | NJ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-18 |
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