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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-28 |
| MA | RA | APPROVED | 2022-02-08 |
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 |
|---|---|---|---|---|
| Mcadam Llc | Boston | MA | 05/2021 | 11/2021 |
| Global Atlantic Financial Group | Hartford | CT | 06/2020 | 08/2020 |
| Hopmeadow Country Club | Simsbury | CT | 06/2016 | 08/2019 |
| Hobart And William Smith Colleges | Geneva | NY | 08/2017 | 05/2021 |
| Simsbury High School | Simbury | CT | 08/2013 | 06/2017 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 11/2021 | Present |
| Columbia Management Investment Advisors | Boston | MA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-11 |
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