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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED_RES | 2024-06-06 |
Branch Locations
160 Federal Street, Boston, MA 02110 • United States
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 01/2016 | 10/2016 |
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2016 | 10/2016 |
| Eaton Vance Management | Boston | MA | 10/2016 | 09/2018 |
| Eaton Vance Distributors, Inc. | Boston | MA | 10/2016 | 09/2018 |
| Eaton Vance Distributors, Inc. | Boston | MA | 09/2018 | 03/2023 |
| Eaton Vance Management | Boston | MA | 09/2018 | 03/2023 |
| First Republic Investment Management, Inc | Boston | MA | 03/2023 | Present |
| First Republic Securities Company, Llc | Boston | MA | 03/2023 | 10/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-26 |
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