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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-04 |
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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Keyport | NJ | 04/2016 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Keyport | NJ | 02/2018 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 04/2022 | Present |
| Blackrock Investments, Llc | Princeton | NJ | 03/2024 | Present |
| Blackrock | Princeton | NJ | 03/2024 | Present |
Name of other business: SHOW ME YOUR JUNK LLC Not Investment related Address: Port Monmouth, NJ Nature of other business: Junk removal company Your position: Managing member Title, or relationship with the other business: Sole member/ Owner Approximate number of hours/month: Zero. Business is completely inactive Number of hours during securities trading: Zero. Business is completely inactive Briefly describe your duties: No duties. The business has no clients and no assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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