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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-18 |
| AL | RA | APPROVED | 2022-12-12 |
| GA | RA | APPROVED | 2022-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Inv./Putnam Retail Management | Andover | MA | 01/2012 | 11/2022 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-26 |
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