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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-12-11 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2017 | 05/2018 |
| Bank Of America, N.A. | Pennington | NJ | 06/2017 | 05/2018 |
| Rider University | Lawrenceville | NJ | 09/2013 | 05/2017 |
| The Concord Advisory Group | Princeton | NJ | 01/2017 | 04/2017 |
| Tpc Jasna Polana | Princeton | NJ | 05/2014 | 10/2016 |
| Lou Cannataro | New York | NY | 05/2018 | 08/2019 |
| Northwestern Mutual Investment Services Llc | New York | NY | 06/2018 | 11/2023 |
| Robert Reni | New York | NY | 08/2019 | 11/2023 |
| Louis Cannataro | New York | NY | 08/2019 | 11/2023 |
| Aaron Bell | New York | NY | 08/2019 | 11/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2020 | 11/2023 |
| Prudential Investment Management Services, Llc | Newark | NJ | 01/2024 | 10/2024 |
| Pgim Investment | Newark | NJ | 01/2024 | 10/2024 |
| Blackrock | Princeton | NJ | 11/2024 | Present |
| Blackrock Investments Llc | Princeton | NJ | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-21 |
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