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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-22 |
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 |
|---|---|---|---|---|
| Hingham Recreation Department | Hingham | MA | 06/2019 | 08/2021 |
| The Beth Kitchen & Bar | Hingham | MA | 05/2022 | 08/2022 |
| Fidelity Investments | Smithfield | RI | 06/2024 | 08/2025 |
| Granite Telecommunications | Quincy | MA | 06/2023 | 12/2023 |
| Full-Time Education | Providence | RI | 09/2022 | 05/2023 |
| Full-Time Education | Providence | RI | 09/2021 | 05/2022 |
| Full-Time Education | Providence | RI | 09/2023 | 05/2024 |
| Unemployed | Hingham | MA | 05/2014 | 05/2019 |
| Full-Time Education | Providence | RI | 09/2020 | 05/2021 |
| Lululemon Athletica | Hingham | MA | 10/2021 | 01/2024 |
| College Painters | Hingham | MA | 05/2022 | 08/2022 |
| Columbia Management Investment Distributors, Inc | Boston | MA | 08/2025 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-06 |
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