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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Congress Asset Management, Llp | Boston | MA | 10/2012 | 09/2016 |
| Quasar Distributors, Llc | Milwaukee | WI | 02/2013 | 09/2016 |
| Columbia Management Investment Distributors Inc | Boston | MA | 09/2016 | Present |
Name of Activity: American Diabetes Association; Date Activity Started/Modified/Ended: 9/9/2016; Type of Activity: Other - Leadership Board; Role/Relationship: Board Of Directors - Leadership Board; Responsibilities: Leadership Board; Income Per Year: Not Available; Total Hours Per Month: Not Available; Total Hours Per Month During Trading Hours: Not Available; 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 | 2005-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-10 |
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