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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-08 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Instacart | Providence | RI | 12/2023 | 06/2024 |
| Citizens Bank | Boston | MA | 05/2023 | 08/2023 |
| Black Rock Country Club | Hingham | MA | 05/2022 | 08/2022 |
| Amazon | Dedham | MA | 05/2020 | 06/2020 |
| M. Holland & Sons Construction Company | Boston | MA | 06/2020 | 08/2020 |
| Full Time Education | Braintree | MA | 08/2019 | 05/2020 |
| Full Time Education | Providence | RI | 08/2020 | 06/2021 |
| Braintree Recreation Department | Braintree | MA | 06/2021 | 08/2021 |
| Full Time Education | Providence | RI | 08/2021 | 05/2022 |
| Fidelity Investments | Smithfield | RI | 06/2024 | 06/2025 |
| Full Time Education | Providence | RI | 08/2022 | 05/2023 |
| M. Holland & Sons Construction Company | Boston | MA | 07/2019 | 08/2019 |
| Full Time Education | Providence | RI | 08/2023 | 12/2023 |
| M. Holland & Sons Construction Company | Boston | MA | 05/2022 | 08/2022 |
| Unemployed | Braintree | MA | 03/2014 | 07/2019 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 06/2025 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-02 |
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