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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-06 |
| NJ | RA | APPROVED | 2020-06-11 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
50 Hudson Yards, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Global Investors Distributors Llc | New York | NY | 07/2013 | 03/2017 |
| Allianz Global Investors U.S. Llc | New York | NY | 07/2013 | 03/2017 |
| Blackrock | New York | NY | 03/2017 | Present |
| Blackrock Investments, Llc | New York | NY | 03/2017 | Present |
(1) Sapere Aude Consortium, Inc (Boston, MA); Board member; Non-investment position; No compensation; Sapere Aude Consortium, Inc is a research organization providing internships to first generation college students interested in financial services; Role: Partner with colleges to reach first generation college students interested in financial services, mentor students through summer internship, serve as advisor on summer research project; Start Date: 02/15/2021; 15-20 hours/month devoted to activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-11 |
| S66 | Uniform Combined State Law Examination | 2009-09-23 |
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