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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
| RI | RA | APPROVED | 2026-02-17 |
Branch Locations
Cumberland, RI • United States
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-01 |
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