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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-08 |
| NY | RA | APPROVED | 2025-06-04 |
| PA | RA | APPROVED | 2022-02-15 |
| NJ | RA | APPROVED | 2020-07-31 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2017 | 03/2020 |
| Manufacturers Country Club | Dresher | PA | 05/2017 | 07/2017 |
| Lasalle University | Philadelphia | PA | 08/2013 | 05/2017 |
| Uber | San Francisco | CA | 06/2017 | 07/2017 |
| Blackrock | Princeton | NJ | 03/2020 | Present |
| Blackrock Investments Llc | Princeton | NJ | 03/2020 | Present |
(1) The Bond Club of Philadelphia (Philadelphia, PA); Board of Governors; Non-investment related; No financial advice provided; No control over finances; The purpose of The Bond Club of Philadelphia, founded in 1922, is to encourage a spirit of cooperation among persons engaged in the business of investment securities, to provide professional educational opportunities, and to promote and maintain high standards and just principles in the profession; Role: Attend networking events with guest speakers and award a scholarship with fundraising dollars to a local college student; Start Date: 1/01/2019; 2 hours/month devoted to activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-21 |
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