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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 2025-04-23
  • MA RA
    APPROVED
    Since 2025-04-23

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
Fidelity Investments Boston MA 06/2022 08/2022
Atf2 Roofing And Siding Weymouth MA 03/2020 01/2023
Dedham Country & Polo Club Dedham MA 11/2016 02/2020
Walpole Country Club Walpole MA 07/2017 02/2018
Fidelity Investments Smithfield RI 05/2023 02/2025
Walpole High School Walpole MA 09/2016 05/2020
Bryant University Walpole MA 08/2020 05/2023
Columbia Management Investment Distributors, Inc Independence MN 03/2025 Present
Columbia Management Investment Advisers, Llc Independence MN 04/2025 Present
  • 06/2022 → 08/2022
    Fidelity Investments
    Boston, MA
  • 03/2020 → 01/2023
    Atf2 Roofing And Siding
    Weymouth, MA
  • 11/2016 → 02/2020
    Dedham Country & Polo Club
    Dedham, MA
  • 07/2017 → 02/2018
    Walpole Country Club
    Walpole, MA
  • 05/2023 → 02/2025
    Fidelity Investments
    Smithfield, RI
  • 09/2016 → 05/2020
    Walpole High School
    Walpole, MA
  • 08/2020 → 05/2023
    Bryant University
    Walpole, MA
  • 03/2025 → Present
    Columbia Management Investment Distributors, Inc
    Independence, MN
  • 04/2025 → Present
    Independence, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-03
S63 Uniform Securities Agent State Law Examination 2023-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-04-03
  • S63 Uniform Securities Agent State Law Examination
    2023-09-29

View on SEC IAPD

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