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One International Place Suite 4210, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-19 |
| VA | RA | APPROVED | 2024-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Los Angeles | CA | 06/2017 | 11/2018 |
| Jackson National | Franklin | TN | 01/2014 | 07/2017 |
| T Rowe Price | Owings Mills | MD | 12/2018 | 01/2023 |
| Eventide Asset Management, Llc | Fredericksburg | VA | 01/2023 | Present |
| Foreside Fund Services, Llc | Fredericksburg | VA | 01/2023 | Present |
1) Eventide Asset Management, LLC; Investment related; Fredericksburg, VA; Began 01/2023; Investment Consultant; Regional Director; 160 hours per month during trading hours; position mutual funds to financial advisors In addition to being an Investment Advisor Representative of Eventide Asset Management, LLC, this associate is a Registered Representative of Foreside Fund Services, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Eventide Asset Management, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-24 |
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