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Account
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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-09 |
| NJ | RA | APPROVED | 2024-01-05 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
725 Ponce De Leon Ave Ne, Atlanta, GA 30306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rothschild Investment Corporation | Chicago | IL | 12/2015 | 10/2018 |
| Rockefeller Financial Llc | Atlanta | GA | 07/2020 | Present |
| Lupe Management Corp | Smyrna | GA | 11/2018 | 07/2020 |
| Blackrock | Atlanta | GA | 11/2023 | Present |
| Blackrock Investments, Llc | Atlanta | GA | 12/2023 | Present |
(1) Ennisbrook Community Association Inc; homeowner's association; Secretary; Member of Board for residential homeowner associate for personal primary residence; 2 hours per month; hrs/month Start Date:03-20-2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-18 |
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