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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-10 |
| NJ | RA | APPROVED | 2022-06-13 |
Branch Locations
60 State Street Floors 19 & 20, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Natixis | Boston | MA | 06/2019 | 03/2022 |
| College Of The Holy Cross | Worcester | MA | 08/2018 | 06/2019 |
| Tcw | Boston | MA | 06/2018 | 08/2018 |
| College Of The Holy Cross | Worcester | MA | 08/2017 | 06/2018 |
| Merrill Lynch | Boston | MA | 06/2017 | 08/2017 |
| College Of The Holy Cross | Worcester | MA | 08/2015 | 06/2017 |
| Blackrock | Boston | MA | 03/2022 | Present |
| Blackrock Investments, Llc | Boston | MA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-23 |
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