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125 High Street Suite 431, Boston, MA 02110-1529 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-22 |
Branch Locations
125 High Street Suite 431, Boston, MA 02110-1529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston | MA | 01/2020 | 06/2026 |
| Cambrdige Insurance Advisors | New York | NY | 10/2018 | 12/2019 |
| College Of The Holy Cross | Worcester | MA | 08/2014 | 05/2018 |
| Unemployed | Alpharetta | GA | 06/2018 | 09/2018 |
| Breckinridge Capital Advisors | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-07 |
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