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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-12 |
Branch Locations
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 10/2012 | 11/2022 |
| Parametric Portfolio Associates | Seattle | WA | 10/2012 | 11/2022 |
| Charles Schwab & Co., Inc. | Seattle | WA | 11/2022 | Present |
1) View Ridge Swim and Tennis Club | Investment Related:No|5815 NE 77th St|Seattle|WA|98115|USA|Sports/Physical Recreation|Board Member|3/7/2023|Less than 20|0|N/A
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-03-28 |
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