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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-13 |
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 |
|---|---|---|---|---|
| University Of Massachusetts Amherst | Amherst | MA | 08/2020 | 08/2024 |
| Orono High School | Orono | MN | 01/2019 | 06/2020 |
| Studio M Interiors | Plymouth | MN | 06/2020 | 08/2020 |
| Orono Middle School | Orono | MN | 01/2014 | 09/2016 |
| Fidelity Investments | Smithfield | RI | 08/2024 | 09/2025 |
| Orono Community Education | Orono | MN | 11/2018 | 01/2019 |
| Orono High School | Orono | MN | 09/2016 | 11/2018 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 09/2025 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-26 |
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