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1415 Vantage Park Drive 3Rd Floor, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-01-30 |
Branch Locations
101 Seaport Blvd 11Th Floor, Boston, MA 02210 • United States
Wellesley, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Capital Management | San Francisco | CA | 06/2014 | 10/2021 |
| Allspring Global Investments, Llc | Boston | MA | 11/2021 | Present |
| Allspring Funds Distributor, Llc | Boston | MA | 11/2021 | Present |
Boston Children's Museum Not investment Related Boston Children's Museum engages children and families in joyful discovery experiences that instill an appreciation of our world, develop foundational skills, and spark a lifelong love of learning. Title: Board Member Start date: 6/14/24 Number of hours per month: 4 During trading hours: Less than 5% of the 4 hours per month The basic responsibilities will include: ensuring adequate resources of the Museum, support effective organizational planning, enhance the Museum's public image and outreach. OBA Title: Boston Economic Club Address: https://www.becboston.org/ 600 Atlantic Avenue, Boston MA 02210 Nature of the business: The Boston Economic Club (BEC), established in 1932, is a non-partisan organization that fosters substantive, engaging, and well-informed dialogue on topics involving economics, finance and public policy. Investment related: No Start date: 8/01/2024 Hours per month: 3 During trading hours: less than 5% of the 3 hours per month Title: Board of Directors Duties: To become a member of the Boston Economic Club Executive Committee ("Board"), where board members are required to attend four quarterly board meetings plus regular attendance at BEC luncheons. Board members may also be tasked with ad hoc projects and working groups to help grow club membership and enhance online presence.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-22 |
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