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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 2026-02-19
RI RA APPROVED 2026-02-17
  • MA RA
    APPROVED
    Since 2026-02-19
  • RI RA
    APPROVED
    Since 2026-02-17

Branch Locations

Cumberland, RI • United States

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 Smithfield RI 08/2023 11/2025
Doordash San Francisco CA 09/2022 05/2023
Amica Mutual Insrurance Company Lincoln RI 06/2022 08/2022
Doordash San Francisco CA 09/2020 05/2021
Collegiate Entrepreneurs Tampa FL 05/2021 06/2021
Ice Cream Machine Cumberland RI 06/2020 09/2020
Calvin Klein Wrentham MA 07/2018 03/2020
Doordash San Francisco CA 06/2021 06/2022
University Of Rhode Island Providence RI 09/2019 05/2023
Cumberland High School Cumberland RI 09/2015 06/2019
Columbia Management Investment Distributors, Inc. Boston MA 11/2025 Present
Farnam Entrepreneurial Succession London 08/2022 05/2023
Columbia Management Investment Advisers, Llc Boston MA 02/2026 Present
  • 08/2023 → 11/2025
    Fidelity Investments
    Smithfield, RI
  • 09/2022 → 05/2023
    Doordash
    San Francisco, CA
  • 06/2022 → 08/2022
    Amica Mutual Insrurance Company
    Lincoln, RI
  • 09/2020 → 05/2021
    Doordash
    San Francisco, CA
  • 05/2021 → 06/2021
    Collegiate Entrepreneurs
    Tampa, FL
  • 06/2020 → 09/2020
    Ice Cream Machine
    Cumberland, RI
  • 07/2018 → 03/2020
    Calvin Klein
    Wrentham, MA
  • 06/2021 → 06/2022
    Doordash
    San Francisco, CA
  • 09/2019 → 05/2023
    University Of Rhode Island
    Providence, RI
  • 09/2015 → 06/2019
    Cumberland High School
    Cumberland, RI
  • 11/2025 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 08/2022 → 05/2023
    Farnam Entrepreneurial Succession
    London
  • 02/2026 → Present
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-15
S63 Uniform Securities Agent State Law Examination 2023-11-01
  • S65 Uniform Investment Adviser Law Examination
    2026-01-15
  • S63 Uniform Securities Agent State Law Examination
    2023-11-01

View on SEC IAPD

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