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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-10-04 |
| NJ | RA | APPROVED | 2023-09-22 |
Branch Locations
60 State St, Boston, MA 02109 • United States
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cohasset Recreation Department | Cohassset | MA | 07/2016 | 09/2016 |
| Michigan State University | East Lansing | MI | 09/2016 | 06/2017 |
| Cohasset Recreation Department | Cohasset | MA | 06/2017 | 09/2017 |
| Michigan State University | East Lansing | MI | 09/2017 | 05/2018 |
| Intercontinental Real Estate Corporation | Brighton | MA | 06/2018 | 09/2018 |
| Michigan State University | East Lansing | MI | 09/2018 | 05/2019 |
| Jumbo Capital Management | Quincy | MA | 06/2019 | 09/2019 |
| Michigan State University | East Lansing | MI | 09/2019 | 05/2020 |
| Michigan State University | East Lansing | MI | 01/2020 | 05/2020 |
| Eaton Vance Management | Boston | MA | 06/2020 | 07/2021 |
| Parametric Portfolio Associates | Boston | MA | 07/2021 | 09/2022 |
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-19 |
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