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999 S. Shady Grove Road Suite 501, Memphis, TN 38120-4129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-29 |
| TX | RA | APPROVED | 2021-07-19 |
Branch Locations
999 S. Shady Grove Road Suite 501, Memphis, TN 38120-4129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 07/2017 | 04/2021 |
| Newsouth Capital Management | Memphis | TN | 04/2021 | Present |
| The Wharton School Of The University Of Pennsylvania | Philadelphia | PA | 08/2015 | 05/2017 |
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