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One Post Office Square, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Funds Distributor, Llc | Houston | TX | 01/2006 | 06/2018 |
| Wells Fargo Funds Management, Llc | Menomonee Falls | WI | 01/2006 | 06/2018 |
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2018 | Present |
| Eaton Vance Managment | Boston | MA | 06/2018 | Present |
Second Home part time rental, non-investment related. Owner, zero hours during trading hours listing for rent on various websites.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-11 |
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