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800 Fifth Avenue Suite 2800, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-06-28 |
Branch Locations
800 Fifth Avenue Suite 2800, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canterbury Consulting, Inc | Seattle | WA | 08/2016 | 02/2018 |
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2018 | Present |
| Parametric Portfolio Associates Llc | Seattle | WA | 06/2018 | Present |
| Unemployed | Bellevue | WA | 03/2018 | 05/2018 |
1)*483722 - Seattle Preparatory School; Investment related: No; Seattle, Washington; Education; Non-trustee member of the Investment/Finance Committee at Seattle Prep High School.(proprietor, partner, officer, director, employee, trustee, agent); 7/2018; During business hours: 1; After business hours: 0; Investment Decisions/Advice:Other 2)*483720- Gonzaga University; Investment related-No; Spokane, Washington; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2017; During business hours: 0; After business hours: 2; Investment Decisions/Advice 3) *641421 - Gonzaga University; Investment related-No; Spokane, Washington; Education; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 5; After business hours: 0; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-17 |
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