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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-02 |
| MA | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED_RES | 2025-11-17 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 01/2019 | 10/2019 |
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2019 | 10/2019 |
| Oakley Country Club | Watertown | MA | 04/2009 | 11/2018 |
| Eaton Vance Management | Boston | MA | 10/2019 | 12/2020 |
| Eaton Vance Distributors, Inc. | Boston | MA | 10/2019 | 12/2020 |
| John Hancock | Boston | MA | 01/2021 | 11/2025 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 01/2021 | 06/2024 |
| Manulife John Hancock Brokerage Services | Boston | MA | 06/2024 | 11/2025 |
| Voya Financialadvisors | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
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