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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-03-18 |
| NJ | RA | APPROVED | 2006-09-29 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princeton Funds Distributor, Inc. | Plainsboro | NJ | 08/1997 | Present |
| Blackrock Investments, Inc. | New York | NY | 09/2006 | Present |
| Merrill Lynch Investment Managers, Llc | Plainsboro | NJ | 09/2006 | Present |
1. Linton Hill Chase Community Assoc.; HOA for my neighborhood; Treasurer; Collect dues assist with annual budgeting process etc; 1 hrs per month; 02-01-2023 2. Foundation Academies Charter School; Periodic guest speaker at school on topic of financial literacy. Volunteer activity. ; Other; 1 hrs/month; Start Date:01-01-2025 3. Saint Andrew Parish; Participate in my church's advisory council that advises the pastor in long-range planning for the church in areas such as youth ministries, outreach, and communication. ; Advisory Board / Advisory Council / Forum Chair or Co-Chair / Vice-Chair; 1.5 hrs/month; Start Date:02-02-2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-23 |
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