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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-06-07 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 06/2010 | 04/2018 |
| Columbia Management Investment Distributors, Inc. | Summit | NJ | 06/2018 | Present |
Name of Activity: OZ Family Properties LLC; Date Activity Started/Modified/Ended: 7/1/2024; Type of Activity: Field is Blank!; Role/Relationship: Owner/ Proprietor; Responsibilities: Landlord; 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-07 |
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