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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bulfinch Group | Needham | MA | 06/2023 | 07/2024 |
| Roht Marine | Marshfield | MA | 05/2015 | 05/2018 |
| Polcari'S Bridgwaye Inn | Marshfield | MA | 05/2018 | 02/2020 |
| Unemployed | Marshfield | MA | 02/2020 | 05/2021 |
| Fidelity Investments | Smithfield | RI | 07/2024 | 06/2025 |
| Par Advisory Group | Norwell | MA | 12/2021 | 06/2023 |
| The Range Bar And Grille | Hingham | MA | 05/2021 | 12/2021 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 06/2025 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-16 |
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