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717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-07 |
Branch Locations
717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Group | Boston | MA | 09/2008 | 01/2024 |
| Columbia Management Advisors, Llc | Boston | MA | 09/2008 | 01/2024 |
| Riversource Investments | Minneapolis | MN | 05/2010 | 01/2024 |
| Riversource Fund Distributors, Inc. | Boston | MA | 05/2010 | 01/2024 |
| Self Employed | Boston | MA | 01/2024 | 09/2025 |
| Williams Jones Wealth Management, Llc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-17 |
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