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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-21 |
| FL | RA | APPROVED | 2024-10-28 |
| LA | RA | APPROVED | 2024-10-10 |
| AR | RA | APPROVED | 2024-10-02 |
| PR | RA | APPROVED | 2024-09-30 |
| OK | RA | APPROVED | 2024-09-26 |
| SC | RA | APPROVED | 2024-09-26 |
| TX | RA | APPROVED_RES | 2024-09-26 |
| AL | RA | APPROVED | 2024-09-25 |
| GA | RA | APPROVED | 2024-09-25 |
| MS | RA | APPROVED | 2024-09-24 |
| MA | RA | APPROVED | 2022-07-26 |
Branch Locations
St. Petersburg, FL • 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 |
|---|---|---|---|---|
| Salt Pines Outfitters | Tampa | FL | 12/2016 | 12/2016 |
| 2 College Brothers Moving Co | Gainesville | FL | 05/2017 | 09/2017 |
| Leonardo's 706 Corporation | Gainesville | FL | 05/2018 | 03/2020 |
| Fidelity Investment | Merrimack | NH | 06/2020 | 02/2022 |
| University Of Florida | Gainesville | FL | 06/2016 | 08/2020 |
| Columbia Management Investment Distributors, Inc | Boston | MA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-15 |
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