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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-21 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Independence | MN | 06/2025 | Present |
| Pnc Bank | Cincinnati | OH | 05/2024 | 08/2024 |
| Dunphy Wealth Management | Cincinnati | OH | 05/2023 | 08/2023 |
| Wessels Workplace Services | Cincinnati | OH | 12/2022 | 01/2023 |
| St. Xavier High School | Cincinnati | OH | 08/2017 | 05/2021 |
| College Of The Holy Cross | Worcester | MA | 08/2021 | 05/2025 |
| St. Mary School | Cincinnati | OH | 07/2015 | 05/2017 |
| Columbia Management Investment Advisers | Boston | MA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-03 |
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