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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-18 |
| NJ | RA | APPROVED | 2018-03-28 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
2951 28Th Street Suite 1000, Santa Monica, CA 90405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Chicago | IL | 08/2014 | 02/2018 |
| Blackrock | Santa Monica | CA | 02/2018 | Present |
| Blackrock Investments, Llc | Santa Monica | CA | 02/2018 | Present |
(1) One Million Degrees (Chicago, IL); Associate Board Member; Non-investment related, No financial advice provided; No control over finances; Nonprofit that provides comprehensive support to community college students in Chicago; Role: Outreach, event planning, and fundraising; Start Date: 10/10/2019; 2 hours per month devoted to activity. (2) Spark Ventures; Nonprofit that partners with projects focused on education nutrition and healthcare; Associate Board Member; Fundraising and event planning; 1 hr / month; Start Date: 09-23-2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-14 |
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