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51 Madison Avenue, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 03/2013 | 03/2017 |
| Eaton Vance Management | Boston | MA | 03/2013 | 03/2017 |
| Eaton Vance Distributors, Inc. | Boston | MA | 03/2017 | 11/2022 |
| Eaton Vance Management | Boston | MA | 03/2017 | 11/2022 |
| Lpl Financial Llc | Norwell | MA | 11/2022 | 10/2024 |
| Unemployed | Norwell | MA | 10/2024 | 02/2025 |
| New York Life Investments | Norwell | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-14 |
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