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80 Washington Street Building E-13, Norwell, MA 02061-1729 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-25 |
Branch Locations
80 Washington Street Building E-13, Norwell, MA 02061-1729 • United States
20 Walnut Street Suite 215, Wellesley Hills, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 01/2016 | 03/2017 |
| Columbia Threadneedle Investments | Boston | MA | 03/2017 | 02/2025 |
| Diversified Financial Management Associates, Inc. | Wellesley Hills | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
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