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Current Employers
Eaton Vance Management

One Post Office Square, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-01-18
  • MA RA
    APPROVED
    Since 2017-01-18

Branch Locations

One Post Office Square, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eaton Vance Distributors, Inc. Boston MA 01/2016 03/2017
Eaton Vance Management Boston MA 01/2016 03/2017
Eaton Vance Management Milwaukee WI 03/2017 Present
Eaton Vance Distributors, Inc. Milwaukee WI 03/2017 Present
  • 01/2016 → 03/2017
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 01/2016 → 03/2017
    Boston, MA
  • 03/2017 → Present
    Milwaukee, WI
  • 03/2017 → Present
    Eaton Vance Distributors, Inc.
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-15
S63 Uniform Securities Agent State Law Examination 2016-09-26
  • S65 Uniform Investment Adviser Law Examination
    2016-12-15
  • S63 Uniform Securities Agent State Law Examination
    2016-09-26
Other Names
  • Reed Lerner

View on SEC IAPD

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