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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-10 |
Branch Locations
South Boston, MA • United States
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. | Minneapolis | MN | 09/2024 | Present |
| Anchor Advisory Services | Plymouth | MA | 05/2022 | 08/2022 |
| Guidepoint Llc | Boston | MA | 06/2024 | 08/2024 |
| Cape Cod Cafe | Bridgewater | MA | 06/2019 | 08/2021 |
| Cityside Tavern | Brighton | MA | 05/2023 | 05/2024 |
| Lorenzo's Italian Restaurant | Middleboro | MA | 06/2019 | 08/2021 |
| Cedrus Fund | Boston | MA | 05/2023 | 08/2023 |
| Boston College High School | Dorchester | MA | 09/2014 | 05/2020 |
| Boston College | Chestnut Hill | MA | 08/2020 | 05/2024 |
| Columbia Management Investment Advisers, Llc | Minneapolis | MN | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-20 |
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