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One Post Office Square, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2017 | 04/2018 |
| Eaton Vance Management | Boston | MA | 06/2017 | 04/2018 |
| Williams Wealth Management Llc | Nashua | NH | 09/2016 | 05/2017 |
| Eaton Vance Distributors, Inc. | Boston | MA | 04/2018 | 10/2020 |
| Eaton Vance Management | Boston | MA | 04/2018 | 10/2020 |
| Eaton Vance Management | Chicago | IL | 10/2020 | Present |
| Eaton Vance Distributors, Inc. | San Francisco | CA | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-02 |
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