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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-26 |
| NJ | RA | APPROVED | 2025-06-13 |
Branch Locations
60 State Street 19Th/20Th Floor, 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 |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Andover | MA | 01/2015 | 12/2022 |
| Columbia Management Investment Distributors Inc | Boston | MA | 10/2015 | 12/2022 |
| Citizens Securities, Inc. | Westwood | MA | 12/2022 | 03/2025 |
| Blackrock | Boston | MA | 03/2025 | Present |
| Blackrock Investments, Llc | Boston | MA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-08 |
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