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One Post Office Square, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boston | MA | 08/2022 | 04/2023 |
| Lexington Wealth Management | Lexington | MA | 07/2021 | 08/2022 |
| University Of Arizona | Tucson | AZ | 08/2017 | 12/2017 |
| Boston University | Boston | MA | 12/2017 | 07/2021 |
| Health Beacon | Boston | MA | 06/2019 | 11/2019 |
| Youville Place | Lexington | MA | 08/2016 | 02/2017 |
| Massachusetts Futsal League | Brookline | MA | 11/2016 | 03/2017 |
| Massachusetts Futsal League | Brookline | MA | 11/2018 | 03/2019 |
| Boston Sports Club | Lexington | MA | 06/2017 | 08/2017 |
| Lexington Christian Academy | Lexington | MA | 06/2018 | 08/2018 |
| Lexington Public Schools | Lexington | MA | 09/2011 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2022 | 04/2023 |
| Eaton Vance Distributors Inc. | New York | NY | 04/2023 | Present |
| Eaton Vance Management | Boston | MA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
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