Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-09 |
| MA | RA | APPROVED | 2026-03-16 |
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 |
|---|---|---|---|---|
| Blackrock | Boston | MA | 11/2022 | Present |
| Blackrock Investments, Llc | Boston | MA | 11/2025 | Present |
| Envestnet Asset Management | Berwyn | PA | 04/2015 | 11/2022 |
| Blackrock Investment Management, Llc | Boston | MA | 04/2026 | Present |
Envestnet; Envestnet Institute on Campus Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management technology and products to financial advisors and institutions. Their flagship product is an advisory platform that integrates the services and software used by financial advisors in wealth management; Board Member / Director; 5 hrs/month; Start Date:12-01-2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-08 |
Reach out to this advisor