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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-27 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hawthorne Hotel | Salem | MA | 01/2016 | 08/2019 |
| Coreaxis Consulting Group | Southborough | MA | 03/2019 | 11/2019 |
| Babson College Lunder Admissions Office | Wellesley | MA | 06/2020 | 06/2021 |
| Nohelty Asset Management | Watertown | MA | 01/2021 | 08/2024 |
| The Tjx Companies | Framingham | MA | 08/2021 | 05/2024 |
| Topgolf | Canton | MA | 05/2024 | 09/2024 |
| Marblehead High School | Marblehead | MA | 09/2013 | 06/2017 |
| College Of The Holy Cross | Worcester | MA | 08/2017 | 12/2018 |
| Babson College | Wellesley | MA | 01/2019 | 05/2021 |
| Lpl Financial | Watertown | MA | 06/2024 | 09/2024 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 10/2024 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-19 |
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