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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston | MA | 05/2021 | Present |
| Brown Brothers Harriman | Boston | MA | 04/2018 | 05/2021 |
| Your Move Inc. | Boston | MA | 11/2016 | 03/2020 |
| Belmont Hill School | Belmont | MA | 02/2017 | 04/2017 |
| Belmont Hill School | Belmont | MA | 11/2016 | 02/2017 |
| United Shore Professional Baseball League | Utica | MI | 07/2016 | 09/2017 |
| Extra Innings Inc. | Watertown | MA | 03/2017 | 04/2017 |
| Belmont Hill School | Belmont | MA | 11/2017 | 02/2018 |
| Belmont Hill School | Belmont | MA | 02/2018 | 04/2018 |
Name of Activity: Your Move, Inc.; Date Activity Started/Modified/Ended: 6/11/2022; Type of Activity: Retail Sales; Role/Relationship: Employee; Responsibilities: Organize and set up or break down and reset customer event requests and orders; Income Per Year: $10,000 - $20,000; Total Hours Per Month: 21 - 40; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-18 |
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