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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-21 |
| NV | RA | APPROVED | 2025-10-21 |
| CA | RA | APPROVED | 2025-09-19 |
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 |
|---|---|---|---|---|
| Full-Time Education | Newark | DE | 08/2021 | 12/2021 |
| Full-Time Education | Newark | DE | 08/2022 | 05/2023 |
| Fidelity Investments | Smithfield | RI | 06/2024 | 02/2025 |
| Weston Golf Club | Weston | MA | 07/2021 | 07/2021 |
| Full-Time Education | -Sudbury | MA | 01/2010 | 05/2020 |
| Mirador Inc. | Stamford | CT | 05/2023 | 08/2023 |
| University Of Delaware: Conference Services | Newark | DE | 03/2023 | 04/2024 |
| Full-Time Education | Newark | DE | 05/2024 | 05/2024 |
| Full-Time Education | Newark | DE | 08/2020 | 06/2021 |
| Rideaway Adventures | Mashpee | MA | 05/2022 | 08/2022 |
| Full-Time Education | Newark | DE | 02/2022 | 05/2022 |
| General John Nixon Elementary School | Sudbury | MA | 01/2022 | 01/2022 |
| Rideaway Adventures | Mashpee | MA | 05/2020 | 08/2020 |
| Fidelity Investments | Boston | MA | 02/2025 | 08/2025 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 09/2025 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
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