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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
| RI | RA | APPROVED | 2026-07-13 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
Cranston, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Shelton | CT | 06/2024 | 06/2026 |
| Mml Investors Services, Llc | Shelton | CT | 06/2024 | 06/2026 |
| Fairfield University | Fairfield | CT | 09/2020 | 05/2024 |
| Barnum Financial Group | Shelton | CT | 05/2023 | 07/2023 |
| Alpine Country Club | Cranston | RI | 05/2021 | 08/2022 |
| Unemployed | Cranston | RI | 06/2014 | 05/2021 |
| Unemployed | Cranston | RI | 09/2022 | 04/2023 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 06/2026 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-16 |
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