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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-08-16 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mystic | CT | 10/2019 | 04/2022 |
| Unemployed | Groton | CT | 06/2019 | 10/2019 |
| University Of Connecticut | Storrs | CT | 08/2018 | 05/2019 |
| Teds Restaurant And Bar | Storrs | CT | 01/2019 | 05/2019 |
| Merrill Lynch | Mystic | CT | 05/2018 | 07/2018 |
| University Of Connecticut | Storrs | CT | 08/2017 | 05/2018 |
| Merrill Lynch | Mystic | CT | 05/2017 | 08/2017 |
| University Of Connecticut | Storrs | CT | 01/2017 | 05/2017 |
| Symmetry Partners Llc | Glastonbury | CT | 12/2016 | 01/2017 |
| University Of Connecticut | Storrs | CT | 08/2016 | 12/2016 |
| Bank Of America, N.A. | Mystic | CT | 12/2019 | 04/2022 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 05/2022 | Present |
| Columbia Management Investment Advisors | Boston | MA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-16 |
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