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One Post Office Square, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2009-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 02/2009 | Present |
| Eaton Vance Distributors, Inc. | Boston | MA | 08/2004 | Present |
* 473838 - D&F Consulting; Investment related No; Miami Beach, Florida; Publishing; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2006; During business hours: 0; After business hours: 10; author (2) SELF-EMPLOYED, CHARISMATIC ADVISOR PUBLISHING PARTNERSHIP WITH DR. ROBERT BROOKS (NON-INVESTMENT RELATED)- PERFORMED OUTSIDE OF SECURITIES TRADING HOURS: WRITER AND CO-AUTHOR FOR MULTIPLE BOOKS, LOCATED MIAMI BEACH, FL ROYALTIES FOR BOOKS FLOW DIRECTLY TO D&F CONSULTING. 40 HOURS PER MONTH. (3) CONDO RENTAL, NON-INVESTMENT RELATED 20 ISLAND AVE, #1409, MIAMI BEACH, FL, 06/02/13, 0 HOURS DURING THE MONTH AND 0 HOURS DURING SECURITIES TRADING. (4) KAPLAN PUBLISHING - WRITER AND CO-AUTHOR, COMPENSATION/ROYALTIES PAID TO D&F CONSULTING, 5 HOURS QUARTERLY AND 0 HOURS DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-28 |
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