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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-13 |
| NJ | RA | APPROVED | 2024-10-04 |
Branch Locations
60 State Street 19Th/20Th Floor, Boston, MA 02109 • United States
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Boston | MA | 10/2017 | 11/2018 |
| Student | Weymouth | MA | 01/2007 | 10/2017 |
| John Hancock Distributors Llc | Boston | MA | 10/2018 | 11/2018 |
| Natixis Investment Managers | Boston | MA | 12/2018 | 09/2024 |
| Blackrock | Boston | MA | 09/2024 | Present |
| Blackrock Investments, Llc | Boston | MA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-21 |
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