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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-10-25 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
North Kingstown, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Group | Boston | MA | 06/2007 | Present |
| Columbia Management Advisors, Llc | Boston | MA | 09/2008 | Present |
| Riversource Investments | Minneapolis | MN | 05/2010 | Present |
| Riversource Fund Distributors, Inc. | Boston | MA | 05/2010 | Present |
| Ascensus | Warwick | RI | 06/2016 | Present |
Applicant is engaged as a Director of Membership for her local chapter of the Society of Human Resource Management (SHRM). In this position, applicant manages the recruitment and on-boarding for new members to ensure a smooth process. She also provides leadership to membership activities and member engagement/retention measurement and strategies for the chapter. The local chapter of SHRM is located at 100 Metro Center Blvd Warwick, RI 02886. Applicant works approximately 1-2 hours per month in this non-investment related position. Applicant is strictly a volunteer and does not receive any monetary compensation. The hours associated with this activity do not conflict with Ascensus business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-10 |
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