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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2026-08-11 |
| VA | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston, | MA | 04/2022 | 05/2024 |
| Sovos | Wilmington | MA | 12/2021 | 03/2022 |
| Abercrombie | Braintree | MA | 10/2021 | 11/2021 |
| Nautilus | Boston | MA | 07/2021 | 09/2021 |
| L Street Diner | Boston | MA | 06/2021 | 07/2021 |
| Nightshift Brewing Company | Everett | MA | 06/2021 | 09/2021 |
| The Jetty Restaurant Group | Marshfield | MA | 06/2021 | 08/2021 |
| Umass Amherst Recreation Center | Amherst | MA | 01/2019 | 05/2019 |
| Sankaty Head Golf Course | Nantucket | MA | 05/2019 | 08/2019 |
| Gunther Tooties | Duxbury | MA | 05/2015 | 05/2019 |
| Umass Amherst | Amherst | MA | 09/2019 | 05/2021 |
| Morgan Stanley | Washington | DC | 08/2024 | 08/2026 |
| Rbc Capital Markets, Llc | Vienna | VA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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