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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-04 |
Branch Locations
South Boston, MA • United States
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 07/2024 | 07/2025 |
| Milton Hoosic Club | Canton | MA | 04/2017 | 08/2020 |
| Nfp Health | Braintree | MA | 06/2021 | 08/2021 |
| Unemployed | Milton | MA | 07/2014 | 04/2017 |
| Nfp Health | Braintree | MA | 06/2023 | 08/2023 |
| Bryant University | Smithfield | RI | 08/2020 | 05/2024 |
| Nfp Health | Braintree | MA | 06/2022 | 08/2022 |
| Nantasket Flatts | Hull | MA | 05/2024 | 06/2024 |
| Granite Links Golf | Quincy | MA | 06/2023 | 08/2023 |
| 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 | 2025-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-27 |
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