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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-12-11 |
Branch Locations
33 Arch Street, 12Th Floor Suite 1210, Boston, MA 02110 • United States
Somerville, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors Inc | Boston | MA | 03/2018 | 11/2018 |
| Columbia Management Investment Advisers, Llc | Boston | MA | 03/2018 | 11/2018 |
| Strategic Advisers, Inc. | Merrimack | NH | 02/2013 | 02/2018 |
| Tiaa | Boston | MA | 11/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Boston | MA | 11/2018 | Present |
RENTAL PROPERTIES POSITION: Residential Property Owner NATURE: Collection of rent for passive income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2020 ADDRESS: 38 Puritan Road, Somerville MA 02145, United States DESCRIPTION: Owner and property manager of two rental properties, one that is located in Massachusetts and the other in New Hampshire.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-27 |
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