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Current Employers
Columbia Management Investment Advisers, Llc

290 Congress Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-01-02
  • MA RA
    APPROVED
    Since 2024-01-02

Branch Locations

290 Congress Street, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2015 → 09/2016
    Wequassett Resort And Golf Club
    Harwich, MA
  • 12/2016 → 06/2023
    New York Life Insurance Company
    Waltham, MA
  • 02/2018 → 06/2023
    New York Life Securities Llc
    Waltham, MA
  • 10/2016 → 11/2016
    Unemployed
    Burlington, MA
  • 06/2016 → 10/2016
    Laurindos
    Brewster, MA
  • 01/2021 → 06/2023
    Shield Wealth Strategies Llc
    Waltham, MA
  • 06/2023 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 12/2023 → Present
    Boston, MA
Other Businesses

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 ---

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-01
S63 Uniform Securities Agent State Law Examination 2019-05-08
  • S65 Uniform Investment Adviser Law Examination
    2023-12-01
  • S63 Uniform Securities Agent State Law Examination
    2019-05-08
Other Names
  • Anita Dimitrova Costa
  • Anita D Costa
  • Anita Dimitrova

View on SEC IAPD

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