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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-08 |
| MA | RA | APPROVED | 2021-04-29 |
Branch Locations
Saratoga Springs, 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 |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston | MA | 03/2021 | Present |
| State Street Bank | Boston | MA | 06/2018 | 03/2021 |
| Buffalo Wild Wings | Mansfield | MA | 10/2013 | 08/2018 |
| University Of Massachusetts Dartmouth | Mansfield/Dartmouth | MA | 09/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-25 |
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