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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-03 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
Dorchester, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'SUllivan Hockey Academy | Rockland | MA | 08/2018 | 02/2019 |
| Vpne Parking Solutions | Boston | MA | 06/2022 | 08/2022 |
| Unemployed | Hingham | MA | 08/2021 | 11/2021 |
| Lululemon | Hingham | MA | 11/2021 | 01/2023 |
| State Street Global Markets | Boston | MA | 06/2023 | 08/2023 |
| Providence College Intramurals | Providence | RI | 09/2023 | 06/2024 |
| Unemployed | Hanover | MA | 01/2014 | 08/2018 |
| Unemployed | Hingham | MA | 02/2019 | 06/2019 |
| Unemployed | Hingham | MA | 01/2023 | 06/2023 |
| Eagle Farms | Milton | MA | 06/2019 | 08/2021 |
| Fidelity Investments | Smithfield | RI | 06/2024 | 04/2025 |
| Columbia Management Investment Distributors, Inc. | Independence | MN | 04/2025 | Present |
| Columbia Management Investment Advisers, Llc | Independence | MN | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-12 |
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