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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-27 |
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 |
|---|---|---|---|---|
| West Marine | Danvers | MA | 05/2019 | 08/2019 |
| Servicemaster | Boston | MA | 01/2017 | 04/2020 |
| Market Basket | Andover | MA | 12/2019 | 01/2020 |
| Market Basket | Middleton | MA | 05/2015 | 07/2017 |
| North Andover High School | North Andover | MA | 06/2017 | 08/2018 |
| Ski Bradford | Haverhill | MA | 11/2016 | 04/2017 |
| East Cambridge Savings Bank | Cambridge | MA | 06/2021 | 08/2021 |
| Marquette University | Milwaukee | WI | 08/2018 | 06/2022 |
| North Andover High School | North Andover | MA | 09/2014 | 06/2018 |
| Fidelity Investments | Greenwood Village | CO | 07/2022 | 11/2024 |
| Unemployed | North Andover | MA | 05/2020 | 06/2021 |
| Uber | Boston | MA | 05/2021 | 09/2021 |
| Columbia Management Investment Distributors, Inc | Boston | MA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-13 |
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