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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-10-06 |
| NJ | RA | APPROVED | 2021-09-02 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
60 State Street Floors 19 & 20, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Elizabeth Grady Company | Medford | MA | 10/2012 | 12/2016 |
| Doherty Cella Keane | Beverly | MA | 05/2015 | 08/2017 |
| The Pennsylvania State University | University Park | PA | 08/2013 | 05/2017 |
| Putnam Retail Management | Andover | MA | 09/2017 | 07/2021 |
| Blackrock | Boston | MA | 07/2021 | Present |
| Blackrock Investments, Llc | Boston | MA | 08/2021 | Present |
LBFE Boston | Little Brothers - Friends of the Elderly; LBFE Boston is a nonprofit dedicated to supporting low-income older adults across Greater Boston. As a Board Member, I support the organization's mission through strategic oversight, fundraising support, and community engagement.; Board Member / Director; 2 hrs/month; Start Date:01-01-2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-27 |
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