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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence College | Providence | RI | 07/2019 | 07/2023 |
| New York Life Insurance Company | Waltham | MA | 07/2023 | 06/2024 |
| Nylife Securities Llc | Waltham | MA | 10/2023 | 06/2024 |
| Westford Academy | Westford | MA | 07/2015 | 07/2019 |
| Goldfish Swim School | Westford | MA | 05/2016 | 07/2023 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-13 |
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