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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-19 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
500 Chesterfield Parkway, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-13 |
Branch Locations
500 Chesterfield Parkway, Malvern, PA 19355 • United States
Dorchester, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Charlotte | NC | 06/2022 | 11/2025 |
| United States Marine Corps | Camp Pendleton | CA | 04/2014 | 01/2018 |
| University Of New Hampshire | Durham | NH | 01/2018 | 05/2022 |
| Geppetto's Pizzeria | Newmarket | NH | 06/2018 | 03/2020 |
| Libby's Bar And Grill | Durham | NH | 06/2019 | 12/2021 |
| Sig Sauer | Newington | NH | 07/2020 | 05/2021 |
| Eaton Vance | Boston | MA | 06/2021 | 08/2021 |
| Pacer Financial, Inc. | Malvern | PA | 11/2025 | 07/2026 |
| Pacer Advisors, Inc. | Malvern | PA | 11/2025 | 07/2026 |
| Morgan Stanley | Boston | MA | 08/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
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