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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-18 |
| IL | RA | APPROVED | 2026-05-16 |
Branch Locations
227 West Monroe Street Suite 4300, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 11/2021 | 04/2022 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 11/2021 | 04/2022 |
| Morningstar | Chicago | IL | 01/2020 | 10/2021 |
| Jackson National Asset Management | Chicago | IL | 06/2019 | 12/2019 |
| Pjm Flooring | River Forest | IL | 06/2016 | 08/2018 |
| Loyola University Chicago | Chicago | IL | 08/2017 | 05/2021 |
| Goldman Sachs | Chicago | IL | 07/2022 | 09/2023 |
| Lasalle Investment Management Distributors, Llc | Chicago | IL | 10/2023 | 03/2026 |
| Blackrock Investments Llc | Chicago | IL | 03/2026 | Present |
| Blackrock | Chicago | IL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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