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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-28 |
| NJ | RA | APPROVED | 2022-11-28 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
400 Howard Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Methodist University | Dallas | TX | 01/2015 | 12/2018 |
| Edward Jones | Dallas | TX | 06/2015 | 12/2018 |
| American Funds | Dallas | TX | 01/2019 | 01/2020 |
| American Funds | San Antonio | TX | 01/2020 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | 01/2021 |
| American Funds | San Antonio | TX | 01/2021 | 06/2022 |
| Blackrock | San Francisco | CA | 06/2022 | Present |
| Blackrock Investments Llc | San Francisco | CA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-28 |
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