| Henry Mccomb Winchester | Columbia Management Investment Advisers, LLC asset manager | Natixis Advisors, LLC BD affiliated | Other | Jul 24, 2026 | Jul 1, 2026 |
| Abigail Joyce Buffington | Columbia Management Investment Advisers, LLC asset manager | Nuveen Asset Management, LLC mixed wealth | Other | Jun 16, 2026 | Jun 24, 2026 |
| Chase Stratton | Columbia Management Investment Advisers, LLC asset manager | Breckinridge Capital Advisors Inc independent RIA | Other | Jun 10, 2026 | Jul 22, 2026 (42 d) |
| Rachel Rabin | Columbia Management Investment Advisers, LLC asset manager | Ameriprise Financial Services, LLC national BD | Other | May 27, 2026 | Sep 15, 2026 (111 d) |
| Matthew Steiger | Columbia Management Investment Advisers, LLC asset manager | Dakota Wealth, LLC independent RIA | Other | Mar 13, 2026 | Apr 7, 2026 |
| Brian Guenard | Columbia Management Investment Advisers, LLC asset manager | Commonwealth Financial Network national BD | Other | Feb 24, 2026 | Mar 16, 2026 |
| Nicole Rene Vance | Columbia Management Investment Advisers, LLC asset manager | Northern Trust Investments, Incorporated asset manager | Other | Nov 3, 2025 | Nov 14, 2025 |
| James Phillip Sluis | Columbia Management Investment Advisers, LLC asset manager | Advisors Asset Management, Inc. mixed wealth | Other | Sep 26, 2025 | Sep 30, 2025 |
| William Charles Wesnofske | Columbia Management Investment Advisers, LLC asset manager | Capital Client Group, Inc. no RAUM | Other | Sep 23, 2025 | Aug 17, 2026 (328 d) |
| Christopher Sean Kerwin | Columbia Management Investment Advisers, LLC asset manager | Pgim Investments LLC asset manager | Other | Sep 5, 2025 | Sep 16, 2025 |
| Matthew Grant | Columbia Management Investment Advisers, LLC asset manager | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Aug 26, 2025 | Sep 2, 2025 |
| Luke Di Iorio | Columbia Management Investment Advisers, LLC asset manager | UBS Financial Services Inc. wirehouse | Other | Aug 25, 2025 | Oct 1, 2025 (37 d) |
| Ryan Matthew Mccarthy | Columbia Management Investment Advisers, LLC asset manager | Bny Mellon Securities Corporation other | Other | Jul 9, 2025 | Jan 2, 2026 (177 d) |
| Harry James Seymour | Columbia Management Investment Advisers, LLC asset manager | Alliancebernstein L.P. asset manager | Other | Jun 27, 2025 | Jun 5, 2025 |
| James Joseph Kissane | Columbia Management Investment Advisers, LLC asset manager | Touchstone Advisors Inc asset manager | Other | Jun 26, 2025 | Jul 11, 2025 |
| Samuel Garret Reilly | Columbia Management Investment Advisers, LLC asset manager | Voya Investment Management Co. LLC asset manager | Other | May 26, 2025 | May 20, 2025 |
| Christopher Robert Callahan | Columbia Management Investment Advisers, LLC asset manager | Mfs Institutional Advisors Inc. other | Other | May 23, 2025 | Jul 3, 2025 (41 d) |
| Marc Westburg | Columbia Management Investment Advisers, LLC asset manager | Pacer Advisors, Inc. asset manager | Other | May 23, 2025 | Jun 6, 2025 |
| Cole Alan Boehmer | Columbia Management Investment Advisers, LLC asset manager | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Apr 25, 2025 | May 19, 2025 |
| Jack Oshea | Columbia Management Investment Advisers, LLC asset manager | Voya Investment Management Co. LLC asset manager | Other | Apr 25, 2025 | Mar 10, 2026 (319 d) |
| Scott James Brady | Columbia Management Investment Advisers, LLC asset manager | Voya Investment Management Co. LLC asset manager | Other | Apr 14, 2025 | Oct 14, 2025 (183 d) |
| Brendon Slater Canavan | Columbia Management Investment Advisers, LLC asset manager | Stifel, Nicolaus & Company, Incorporated national BD | Other | Mar 13, 2025 | Mar 17, 2025 |
| Brook Thomas Conley | Columbia Management Investment Advisers, LLC asset manager | Voya Investment Management Co. LLC asset manager | Other | Mar 7, 2025 | Mar 3, 2025 |
| Bradford Cadigan | Columbia Management Investment Advisers, LLC asset manager | Diversified Financial Management independent RIA | Other | Feb 28, 2025 | Mar 25, 2025 |
| Isaiah Nelsen | Columbia Management Investment Advisers, LLC asset manager | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Dec 11, 2024 | Dec 18, 2024 |
| Jason P Zubiel | Columbia Management Investment Advisers, LLC asset manager | Dimensional Fund Advisors LP asset manager | Other | Nov 2, 2024 | Sep 18, 2025 (320 d) |
| Connor Diamond | Columbia Management Investment Advisers, LLC asset manager | John Hancock Investment Management LLC asset manager | Other | Oct 21, 2024 | Jan 17, 2025 (88 d) |
| Sean Carroll | Columbia Management Investment Advisers, LLC asset manager | One Charles Private Wealth independent RIA | Other | Oct 18, 2024 | Oct 29, 2024 |
| Conor Ruckert | Columbia Management Investment Advisers, LLC asset manager | T. Rowe Price Associates, Inc. asset manager | Other | Oct 13, 2024 | Jan 15, 2025 (94 d) |
| Connor Long | Columbia Management Investment Advisers, LLC asset manager | First Trust Advisors LP asset manager | Other | Oct 11, 2024 | Apr 8, 2025 (179 d) |
| Lauren Mary Byrne | Columbia Management Investment Advisers, LLC asset manager | Mfs Institutional Advisors Inc. other | Other | Jul 31, 2024 | Sep 6, 2024 (37 d) |
| William Wolfe | Columbia Management Investment Advisers, LLC asset manager | Morgan Stanley wirehouse | Other | May 29, 2024 | Jul 17, 2024 (49 d) |
| Averey C Mackin | Columbia Management Investment Advisers, LLC asset manager | Morgan Stanley wirehouse | Other | May 5, 2024 | Aug 30, 2024 (117 d) |
| Ann Eilander | Columbia Management Investment Advisers, LLC asset manager | Bny Mellon Securities Corporation other | Other | Apr 30, 2024 | May 10, 2024 |
| Anders J. Hudson | Columbia Management Investment Advisers, LLC asset manager | Raymond James & Associates, Inc. national BD | Other | Apr 22, 2024 | May 24, 2024 (32 d) |
| David Liam Parker Emerson | Columbia Management Investment Advisers, LLC asset manager | John Hancock Investment Management LLC asset manager | Other | Apr 17, 2024 | Aug 26, 2025 (496 d) |
| Ian Michael O'Shea | Columbia Management Investment Advisers, LLC asset manager | Scherer Financial Advisory Services, LLC independent RIA | Other | Apr 7, 2024 | Apr 10, 2024 |
| Brandon Charles Garneau | Columbia Management Investment Advisers, LLC asset manager | Sensible Financial Planning And Management, LLC independent RIA | Other | Feb 4, 2024 | Feb 7, 2024 |
| Jason Kenneth Martone | Columbia Management Investment Advisers, LLC asset manager | Merit Financial Advisors independent RIA | Other | Jan 7, 2024 | Jan 2, 2025 (361 d) |
| Peter Mc Donald Oliphant | Columbia Management Investment Advisers, LLC asset manager | Fidelity Personal And Workplace Advisors BD affiliated | Other | Jan 7, 2024 | Aug 15, 2024 (221 d) |
| Daniel Patrick Haskins | Columbia Management Investment Advisers, LLC asset manager | Nuveen Asset Management, LLC mixed wealth | Other | Jan 7, 2024 | Mar 19, 2024 (72 d) |
| Christopher Helms | Columbia Management Investment Advisers, LLC asset manager | Cetera Investment Advisers LLC BD affiliated | Other | Jan 7, 2024 | Jun 25, 2024 (170 d) |
| Franco Giovanni Agapito | Columbia Management Investment Advisers, LLC asset manager | Williams Jones Wealth Management, LLC independent RIA | Other | Jan 6, 2024 | Oct 7, 2025 (640 d) |
| Morgan Campbell | Columbia Management Investment Advisers, LLC asset manager | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Oct 14, 2023 | Feb 22, 2024 (131 d) |
| Jared Robert Cullivan | Columbia Management Investment Advisers, LLC asset manager | Crossmark Global Investments, Inc. mixed wealth | Other | Oct 5, 2023 | Oct 25, 2023 |
| Alexander Preston Jamieson | Columbia Management Investment Advisers, LLC asset manager | John Hancock Investment Management LLC asset manager | Other | Apr 27, 2023 | May 10, 2023 |
| James Anthony Guarciariello | Columbia Management Investment Advisers, LLC asset manager | Pacer Advisors, Inc. asset manager | Other | Mar 27, 2023 | Apr 11, 2023 |
| William George Keegan | Columbia Management Investment Advisers, LLC asset manager | Creative Investment Group independent RIA | Other | Mar 27, 2023 | Sep 26, 2025 (914 d) |
| James Thomas Ferris | Columbia Management Investment Advisers, LLC asset manager | LPL Financial LLC independent RIA | Other | Feb 24, 2023 | Mar 1, 2023 |
| Kyle Toulouse | Columbia Management Investment Advisers, LLC asset manager | Fidelity Personal And Workplace Advisors BD affiliated | Other | Dec 5, 2022 | Dec 12, 2022 |
| Zachary Thebeau | Columbia Management Investment Advisers, LLC asset manager | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Nov 21, 2022 | Dec 21, 2022 |
| Kyle Robert Signor | Columbia Management Investment Advisers, LLC asset manager | Payden & Rygel other | Other | Sep 5, 2022 | Sep 29, 2022 |
| Brendon Smith | Columbia Management Investment Advisers, LLC asset manager | Fidelity Personal And Workplace Advisors BD affiliated | Other | Aug 31, 2022 | Sep 25, 2022 |
| Mark Christopher Guenard | Columbia Management Investment Advisers, LLC asset manager | Lincoln Douglas Investments, LLC no RAUM | Other | Jun 23, 2022 | Jul 25, 2022 (32 d) |
| Brett Kelley Barrett | Columbia Management Investment Advisers, LLC asset manager | Morgan Stanley wirehouse | Other | Jun 23, 2022 | Jul 7, 2022 |
| Johnathon Tang | Columbia Management Investment Advisers, LLC asset manager | Fidelity Personal And Workplace Advisors BD affiliated | Other | Jun 23, 2022 | Aug 24, 2022 (62 d) |
| Christian Peter Mccormick | Columbia Management Investment Advisers, LLC asset manager | Bny Mellon Securities Corporation BD affiliated | Other | Jun 8, 2022 | Sep 12, 2022 (96 d) |
| Jared Fong | Columbia Management Investment Advisers, LLC asset manager | Wells Fargo Advisors wirehouse | Other | Jun 7, 2022 | Sep 13, 2022 (98 d) |
| William Michael Beardsley | Columbia Management Investment Advisers, LLC asset manager | Nuveen Asset Management, LLC other | Other | Jun 6, 2022 | Jul 13, 2022 (37 d) |
| Patrick Henry John Doran | Columbia Management Investment Advisers, LLC asset manager | Fisher Investments independent RIA | Other | May 12, 2022 | May 18, 2022 |