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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-29 |
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