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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-09-09 |
| KY | RA | APPROVED | 2018-09-04 |
| TN | RA | APPROVED | 2018-08-29 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 02/2009 | 08/2018 |
| Columbia Management Investment Advisers, Llc | Brentwood | TN | 08/2018 | Present |
| Columbia Management Investment Distributors, Inc. | Brentwood | TN | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-14 |
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