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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-22 |
Branch Locations
555 California Street, 44Th Floor, San Francisco, CA 94104 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | Princeton | NJ | 07/2017 | 10/2018 |
| Blackrock Investments, Llc | Princeton | NJ | 11/2018 | 12/2019 |
| Princeton University | Princeton | NJ | 09/2013 | 06/2017 |
| Attentive | San Francisco | CA | 11/2021 | 07/2022 |
| Blackrock Investments, Llc | San Francisco | CA | 01/2020 | 02/2021 |
| Blackrock Investments, Llc | San Francisco | CA | 03/2021 | 11/2021 |
| Not Employed | San Francisco | CA | 08/2022 | 07/2023 |
| Bernstein Private Wealth Management | San Francisco | CA | 08/2023 | Present |
Count: 2 1) BusinessName: Maccabi USA INVESTMENT RELATED: No ADDRESS: 1511 Walnut St #401, Philadelphia, PA 19102 NATURE OF BUSINESS: The volunteer chair Open Tennis role involve hiring a coach, building a strong U.S. roster, and fundraising for the team. The goal is to ensure that participants for the US Open tennis delegation have a great experience. POSITION: Volunteer Chair for Open Tennis Team RELATIONSHIP: 2024-03-01 APPROXIMATE NUMBER HOURS: 8 hours/month, 2 hours during trading hours YOUR DUTIES: I help recruit competitive players for the team, helped hire a coach, help select the team, and ensure that the experience is a great one for participants. 2) BusinessName: California Tennis Club INVESTMENT RELATED: No ADDRESS: 1770 Scott St, San Francisco NATURE OF BUSINESS: California Tennis Club is one of the oldest family-oriented, private tennis clubs in the United States. POSITION: Membership Committee RELATIONSHIP: 2024-02-14 APPROXIMATE NUMBER HOURS: -1 hours/month, 0 hours during trading hours YOUR DUTIES: The scope of my involvement is that I attend often monthly membership meetings, where I along with several other members mingle with potential new members. The goals are for the potential new members to know more people at the club as we are members in good standing. Most of these people have been on a multi-year waitlist to try to get into the club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-27 |
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