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Norwood, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvard Pilgrim Health Care | Quincy | MA | 02/2013 | 04/2021 |
| Steward Health Care Network | Westwood | MA | 05/2021 | 07/2022 |
| Point32Health | Canton | MA | 09/2022 | Present |
| Colemma Asset Management Llc | Norwood | MA | 02/2023 | Present |
| Colemma Asset Management Llc | Norwood | MA | 05/2023 | Present |
Point32Health; Not Investment related; Canton, MA; Health Insurance; Program Manager; 09/2022; 160 hrs./month; 130 hrs./trading; managing health insurance program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-01 |
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