Best Investors Account Sign in
Current Employers
Loomis, Sayles & Company, L.P.

One Financial Center, Boston, MA 02111-2621 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-15
  • MA RA
    APPROVED
    Since 2026-01-15

Branch Locations

One Financial Center, Boston, MA 02111-2621 • United States

Melrose, MA • 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
Eaton Vance Distributors, Inc Boston MA 08/2013 01/2020
Eaton Vance Management Boston MA 08/2013 01/2020
Eaton Vance Management Boston MA 01/2020 07/2023
Eaton Vance Distributors, Inc. Boston MA 01/2020 07/2023
Thrivent Investment Management Inc. Minneapolis MN 09/2023 03/2024
Thrivent Financial Appleton WI 08/2023 03/2024
Eaton Vance Distributors, Inc. Boston MA 01/2020 07/2023
Eaton Vance Distributors, Inc. Boston MA 08/2013 01/2020
Auxani Advisors Danvers MA 04/2024 04/2025
Loomis, Sayles & Company, L.P. Boston MA 07/2025 Present
  • 08/2013 → 01/2020
    Eaton Vance Distributors, Inc
    Boston, MA
  • 08/2013 → 01/2020
    Boston, MA
  • 01/2020 → 07/2023
    Boston, MA
  • 01/2020 → 07/2023
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 09/2023 → 03/2024
    Minneapolis, MN
  • 08/2023 → 03/2024
    Thrivent Financial
    Appleton, WI
  • 01/2020 → 07/2023
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 08/2013 → 01/2020
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 04/2024 → 04/2025
    Auxani Advisors
    Danvers, MA
  • 07/2025 → Present
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-10
S63 Uniform Securities Agent State Law Examination 2000-06-20
  • S66 Uniform Combined State Law Examination
    2009-07-10
  • S63 Uniform Securities Agent State Law Examination
    2000-06-20

View on SEC IAPD

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor