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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-02 |
| NJ | RA | APPROVED | 2026-04-02 |
| NY | RA | APPROVED | 2026-04-02 |
| PA | RA | APPROVED | 2026-04-02 |
Branch Locations
Long Beach, NY • United States
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oshares Investments | Oceanside | NY | 04/2016 | 07/2017 |
| Ms Howells | Scottsdale | AZ | 04/2016 | 07/2017 |
| Pacific Life Insurance Company | Newport Beach | CA | 07/2017 | 09/2024 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 07/2017 | 09/2024 |
| Transamerica Capital, Llc | Denver | CO | 09/2024 | 12/2025 |
| Columbia Management Investment Distributors, Inc. | Long Island City | NY | 12/2025 | Present |
| Columbia Management Investment Advisers, Llc | Long Island City | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-26 |
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