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Current Employers
Eaton Vance Management

One Post Office Square, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-02-01
  • MA RA
    APPROVED
    Since 2016-02-01

Branch Locations

One Post Office Square, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sovereign Asset Management Boston MA 12/2005 Present
John Hancock Funds, Llc Boston MA 12/2005 Present
John Hancock Advisors Boston MA 12/2005 Present
John Hancock Distributors Llc Boston MA 06/2010 Present
Eaton Vance Distributors, Inc. Boston MA 01/2016 Present
Eaton Vance Management Boston MA 01/2016 Present
  • 12/2005 → Present
    Sovereign Asset Management
    Boston, MA
  • 12/2005 → Present
    John Hancock Funds, Llc
    Boston, MA
  • 12/2005 → Present
    John Hancock Advisors
    Boston, MA
  • 06/2010 → Present
    John Hancock Distributors Llc
    Boston, MA
  • 01/2016 → Present
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 01/2016 → Present
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-26
S63 Uniform Securities Agent State Law Examination 1998-01-10
  • S65 Uniform Investment Adviser Law Examination
    2003-03-26
  • S63 Uniform Securities Agent State Law Examination
    1998-01-10

View on SEC IAPD

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