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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-11 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
Quincy, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Needham | MA | 03/2024 | 11/2024 |
| Massmutual Life Insurance Co | Boston | MA | 05/2025 | 03/2026 |
| Mml Investors Services, Llc | Boston | MA | 06/2025 | 03/2026 |
| Bryant University | Smithfield | RI | 08/2020 | 08/2025 |
| The Bulfinch Group | Needham | MA | 05/2024 | 08/2024 |
| Sunset Pier | Quincy | MA | 05/2024 | 08/2024 |
| Granite Telecommunications | Quincy | MA | 05/2023 | 08/2023 |
| River Bar | Somerville | MA | 05/2022 | 08/2022 |
| Mal Elfman's Flooring | Mansfield | MA | 05/2021 | 08/2021 |
| Firefly Yoga Studios | Foxboro | MA | 02/2018 | 08/2018 |
| Mansfield High School | Mansfield | MA | 09/2014 | 05/2020 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 03/2026 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-28 |
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