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Current Employers
Blackrock Investment Management, Llc

1 University Square Drive, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-21
  • CA RA
    APPROVED
    Since 2026-08-21

Branch Locations

1 University Square Drive, Princeton, NJ 08540 • United States

400 Howard Street, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foley Family Wine Santa Rosa CA 06/2016 08/2018
University Of San Francisco San Francisco CA 08/2018 08/2021
Aspiriant Llc San Francisco CA 08/2021 07/2023
Ieq Capital, Llc Foster City CA 07/2023 05/2026
Blackrock San Francisco CA 05/2026 Present
Blackrock Investments Llc San Francisco CA 08/2026 Present
  • 06/2016 → 08/2018
    Foley Family Wine
    Santa Rosa, CA
  • 08/2018 → 08/2021
    University Of San Francisco
    San Francisco, CA
  • 08/2021 → 07/2023
    Aspiriant Llc
    San Francisco, CA
  • 07/2023 → 05/2026
    Foster City, CA
  • 05/2026 → Present
    Blackrock
    San Francisco, CA
  • 08/2026 → Present
    Blackrock Investments Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-13
  • S65 Uniform Investment Adviser Law Examination
    2023-11-13

View on SEC IAPD

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