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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-29 |
| CA | RA | APPROVED | 2025-08-21 |
Branch Locations
400 Howard Street, San Francisco, CA 94105 • 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 |
|---|---|---|---|---|
| Redwood High School | Larkspur | CA | 08/2014 | 06/2018 |
| Unemployed | Greenbrae | CA | 06/2018 | 08/2018 |
| University Of Colorado, Boulder | Boulder | CO | 08/2018 | 05/2020 |
| Instacart | Boulder | CO | 05/2020 | 06/2020 |
| Unemployed | Boulder | CO | 06/2020 | 07/2020 |
| Mccall Boat Works | Mccall | ID | 07/2020 | 08/2020 |
| University Of Colorado, Boulder | Boulder | CO | 08/2020 | 05/2021 |
| All Of Us Financial | San Francisco | CA | 02/2021 | 05/2021 |
| Jay's Valet | Denver | CO | 05/2021 | 08/2021 |
| University Of Colorado, Boulder | Boulder | CO | 08/2021 | 05/2022 |
| Unemployed | Boulder | CO | 05/2022 | 07/2022 |
| Crestone Asset Management, Llc | Boulder | CO | 07/2022 | 03/2024 |
| Pathstone | Boulder | CO | 04/2024 | 07/2025 |
| Blackrock | San Francisco | CA | 08/2025 | Present |
| Blackrock Investments Llc | San Francisco | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-21 |
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