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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-27 |
| GA | RA | APPROVED | 2026-07-22 |
Branch Locations
725 Ponce De Leon Ave Ne, Atlanta, GA 30306 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2020 | 03/2021 |
| Gameon Sports | Greenville | SC | 06/2016 | 07/2017 |
| Uncle Maddio's Pizza | Columbia | SC | 06/2018 | 07/2018 |
| The Mcdaniel Corporation | Columbia | SC | 05/2019 | 05/2020 |
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2020 |
| Vanguard Marketing Corporation | Charlotte | NC | 07/2020 | 03/2021 |
| Massmutual Life Insurance Co | Charlotte | NC | 04/2021 | 04/2023 |
| Mml Investors Services, Llc | Charlotte | NC | 04/2021 | 04/2023 |
| Morgan Stanley | Ponte Vedra Beach | FL | 05/2023 | 06/2026 |
| Blackrock | Atlanta | GA | 07/2026 | Present |
| Blackrock Investments, Llc | Atlanta | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-09 |
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