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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Funds Distributor, Llc | Boston | MA | 09/2016 | 07/2017 |
| Unemployed | Burlington | CT | 04/2016 | 09/2016 |
| Td Bank N.A. | Boston | MA | 07/2017 | 01/2019 |
| Td Private Client Wealth Llc | Boston | MA | 07/2017 | 01/2019 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 01/2019 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-13 |
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