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One Financial Center, Boston, MA 02111-2621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-20 |
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