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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-03 |
Branch Locations
1 Post Office Square Suite 2400, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Wateroak Advisors | Boston | MA | 08/2004 | 10/2022 |
| Corient | Boston | MA | 10/2022 | Present |
| Cipw Service Company, Llc | Toronto | 10/2022 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
I serve as an individual trustee for a client(s) of Corient. Acting as a trustee may present a potential conflict of interest. This relationship is disclosed in accordance with Corient's policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-03 |
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