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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-02 |
| NJ | RA | APPROVED | 2019-12-13 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
Sacramento, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Global Advisors Funds Distributors, Llc | Boston | MA | 08/2017 | 11/2019 |
| State Street Global Advisors Trust Company | Boston | MA | 08/2017 | 11/2019 |
| State Street Bank And Trust | Boston | MA | 07/2016 | 08/2017 |
| Blackrock | Boston | MA | 11/2019 | Present |
| Blackrock Investments Llc | Boston | MA | 11/2019 | Present |
(1) -- Rental Property - G St.; We own a duplex and rent out two units.; Founder / Co-founder; 1 hrs/month; Start Date:08-21-2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-17 |
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