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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-03-11 |
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 |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston | MA | 02/2020 | Present |
| The Club At Spruce Peak (Hyatt Hotels) | Stowe | VT | 05/2013 | 02/2020 |
| Northern Vermont University | Johnson | VT | 01/2016 | 12/2019 |
| Columbia Threadneedle Investments | Boston | MA | 06/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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