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830 Brickell Plaza Suite 4800, Miami, IL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-10-12 |
Branch Locations
1 Post Office Square Suite 2400, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Wateroak Advisors | Boston | MA | 03/2011 | 10/2022 |
| Eaton Vance Distributors, Inc | Boston | MA | 03/2011 | 05/2020 |
| Corient | Boston | MA | 10/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 10/2022 | 07/2023 |
Name of Business: Paul Revere Memorial Association Investment-related: Yes Address: 19 North Square, Boston, MA 02113 Nature of Business: House Museum regarding the Life and Activities of Paul Revere Position: Trustee, Chair of the Audit Committee, Member Investment Committee Start date: 2000 Hours/Month: 1 Hours/Month During Security Trading Hours: 1 Duties: Review financial reports, investment reports, and audit reports
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-12-31 |
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