Edward G Smith

24 City Center, Portland, ME 04101-4069 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2024-02-15
NH	RA	APPROVED	2024-02-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Eaton Vance Distributors, Inc.	Boston	MA	09/2015	12/2018
Eaton Vance Management	Boston	MA	09/2015	12/2018
The Colony Group	Boston	MA	01/2019	05/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	06/2020	11/2021
Bank Of America, N.A.	Boston	MA	11/2020	11/2021
Morgan Stanley Smith Barney Llc	Middleton	MA	11/2021	09/2023
R.M. Davis, Inc.	Portland	ME	01/2024	Present
Unemployed	Biddeford	ME	09/2023	01/2024

09/2015 → 12/2018

Eaton Vance Distributors, Inc.

Boston, MA
09/2015 → 12/2018

Eaton Vance Management

Boston, MA
01/2019 → 05/2020

The Colony Group

Boston, MA
06/2020 → 11/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
11/2020 → 11/2021

Bank Of America, N.A.

Boston, MA
11/2021 → 09/2023

Morgan Stanley Smith Barney Llc

Middleton, MA
01/2024 → Present

R.M. Davis, Inc.

Portland, ME
09/2023 → 01/2024

Unemployed

Biddeford, ME

2021-11-16 → 2023-10-03

Morgan Stanley

Middleton, MA

Portland, ME
2020-07-20 → 2021-11-17

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
2016-04-26 → 2018-12-10

Eaton Vance Management

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-04-13

Other Firms