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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston | MA | 04/2026 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 04/2026 | Present |
| Northwestern Mutual | Boston | MA | 11/2025 | 02/2026 |
| Hightower Signature Wealth - Hightower Advisors | Westport | CT | 06/2025 | 08/2025 |
| Connecticut College | New London | CT | 08/2021 | 05/2025 |
| Joel Barlow Highschool | Redding | CT | 08/2015 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-03 |
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