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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 06/2010 | 05/2019 |
| Liquid Strategies, Llc | West Chester | PA | 10/2019 | 08/2024 |
| Imst Distributors, Llc | West Chester | PA | 02/2020 | 08/2024 |
| Unemployed | West Chester | PA | 06/2019 | 09/2019 |
| In Between Positions | West Chester | PA | 09/2024 | 09/2025 |
| Voya Investment Management Co. Llc | New York | NY | 10/2025 | 05/2026 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 05/2026 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-24 |
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