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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-16 |
| NJ | RA | APPROVED | 2026-04-02 |
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 |
|---|---|---|---|---|
| Putnam Investment Management | Boston | MA | 06/2023 | 03/2026 |
| Fidelity Investments | Smithfield | RI | 06/2022 | 08/2022 |
| Steve Lyons Art Gallery | Chatham | MA | 06/2020 | 09/2021 |
| Lilly Pulitzer | Chatham | MA | 06/2014 | 08/2019 |
| Elon University | Elon | NC | 08/2019 | 06/2020 |
| Boston Collge | Boston | MA | 08/2020 | 05/2023 |
| Dana Hall School | Wellesley | MA | 08/2012 | 05/2019 |
| Franklin Distributors, Llc | Boston | MA | 07/2024 | 03/2026 |
| Putnam Retail Management | Boston | MA | 06/2023 | 07/2024 |
| Blackrock Investments Llc | Boston | MA | 03/2026 | Present |
| Blackrock | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-18 |
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