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68 Harrison Ave Ste 605 Pmb, Boston, MA 02111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-22 |
Branch Locations
68 Harrison Ave Ste 605 Pmb, Boston, MA 02111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 04/2016 | Present |
| Eaton Vance Management | Boston | MA | 04/2016 | Present |
| Morgan Stanley | Palo Alto | CA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-10 |
| S66 | Uniform Combined State Law Examination | 2015-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-06 |
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