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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-13 |
| CA | RA | APPROVED | 2024-02-12 |
Branch Locations
400 Howard Street, San Francisco, CA 94105 • 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 |
|---|---|---|---|---|
| Blackrock Investments, Llc | San Francisco | CA | 08/2023 | Present |
| Blackrock | San Francisco | CA | 07/2023 | Present |
| Magnit | San Francisco | CA | 11/2022 | 07/2023 |
| Unemployed | Taipei | 04/2019 | 11/2022 | |
| Oppenheimer | New York | NY | 07/2014 | 04/2019 |
Fidi House; I am requesting approval to participate as a member of a family-owned LLC that will hold and manage a residential rental property contributed by my parents to the LLC. The LLC’s business activity will be limited to renting out and managing a single residential real estate property. My role will involve limited administrative, operational, and property-management support, which may include communicating with tenants or prospective tenants, coordinating lease-related logistics, arranging repairs or maintenance, tracking rent and expenses, assisting with payment administration, and helping with general management matters related to the rental property. I expect to receive a portion of net rental income after property-related expenses. The activity will not involve securities, investment advisory services, fundraising, solicitation of investors. I am not a licensed real estate broker, salesperson, or agent, and I will not hold myself out as providing real estate brokerage services or receive broker commissions.; Property manager / Owner; 10 hrs/month; Start Date:06-24-2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-12 |
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