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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wequassett Resort And Golf Club | Harwich | MA | 05/2015 | 09/2016 |
| New York Life Insurance Company | Waltham | MA | 12/2016 | 06/2023 |
| New York Life Securities Llc | Waltham | MA | 02/2018 | 06/2023 |
| Unemployed | Burlington | MA | 10/2016 | 11/2016 |
| Laurindos | Brewster | MA | 06/2016 | 10/2016 |
| Shield Wealth Strategies Llc | Waltham | MA | 01/2021 | 06/2023 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 06/2023 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 12/2023 | Present |
Name of Activity: Shield Glamping LLC; Date Activity Started/Modified/Ended: 7/1/2023; Type of Activity: Investment Real Estate; Role/Relationship: Owner/ Proprietor; Responsibilities: Short term rental /50/50 partnership with my sister Anica Dimitrova, Approving requests on Airbnb, responding to guest questions from time to time; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-08 |
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