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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2023-01-18 |
| NJ | RA | APPROVED | 2023-01-13 |
Branch Locations
502 Carnegie Center Suite 101, Princeton, NJ 08540-6289 • United States
Newtown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments,Llc | Hopewell | NJ | 06/2011 | 08/2017 |
| City National Bank | Princeton | NJ | 02/2023 | Present |
| Rbc Capital Markets, Llc | Princeton | NJ | 01/2023 | Present |
| Pnc Investments | Pittsburgh | PA | 08/2017 | 01/2023 |
NAME OF ENTITY: Jewish Community Foundation of Greater Mercer ADDRESS: www.foundationjewish.org INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Non-profit Jewish organization for philanthropic / charitable activities related to Greater Mercer CAPACITY: Board of Directors * START DATE: 06/17/17 DUTIES: Member of the Board of Trustees. Member of Investment Committee. Member of Membership Committee. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-23 |
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