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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-21 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-13 |
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