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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-16 |
Branch Locations
400 Totten Pond Road Suite 220, Waltham, MA 02451 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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 Management | Boston | MA | 11/2015 | 04/2026 |
| Eaton Vance Distributors, Inc. | Salem | MA | 11/2015 | 04/2026 |
| Beacon Pointe Advisors, Llc | Waltham | MA | 04/2026 | Present |
Brassard Properties; Investment related: No; Address: Barre, VT, 05641; Nature of Business: Long term rental property; Position/Title: Owner, Sole Proprietor; Start date: 08/09/2025; 0 HRS/MO during trading hours; 20 HRS/MO; Duties: rent collection, maintenance and property management, lease agreements, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-23 |
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