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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-09-16 |
| NJ | RA | APPROVED | 2021-09-13 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
60 State Street 19Th/20Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Datum3D | Watertown | MA | 02/2016 | Present |
| Natixis Investment Managers | Boston | MA | 09/2018 | 06/2021 |
| Blackrock | Boston | MA | 06/2021 | Present |
| Blackrock Investments, Llc | Boston | MA | 07/2021 | Present |
I am also a consultant for Datum3D, Inc located in Watertown, MA. It is not an investment-related activity and the work I do is conducted solely outside of Natixis business hours. My title is the Director of Business Development, it is my fathers business so I have worked there essentially my whole life in some capacity. I would approximate 5 hours per month are spent on Datum3D which again are completely outside of Natixis business hours. My duties will include providing advice regarding business best practices, overseeing basic marketing tasks etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-01 |
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