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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
| IN | RA | APPROVED | 2024-11-08 |
Branch Locations
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management / Eaton Vance Distributors, Inc. | Indianapolis | IN | 06/2012 | 05/2017 |
| Unemployed | Indianapolis | IN | 05/2017 | 07/2017 |
| Morgan Stanley / Morgan Stanley Private Bank, N.A | Indianapolis | IN | 07/2017 | 10/2024 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 10/2024 | 01/2026 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-14 |
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