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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-03-14 |
| VA | RA | APPROVED | 2022-03-05 |
| NC | RA | APPROVED | 2022-03-03 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
Cary, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Cavy | NC | 06/2016 | 02/2022 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 02/2022 | Present |
Name of Activity: Long Drive Short Putt LLC; Date Activity Started/Modified/Ended: 3/1/2021; Type of Activity: Investment Real Estate; Role/Relationship: Owner/ Proprietor; Responsibilities: LLC to run real estate and other investments through; Income Per Year: $10,000 - $20,000; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-08 |
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