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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-01 |
| CT | RA | APPROVED | 2024-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors,Inc. | Boston | MA | 01/2017 | 09/2017 |
| Eaton Vance Management | Boston | MA | 12/2016 | 09/2017 |
| Eaton Vance Management | Boston | MA | 09/2017 | 03/2022 |
| Eaton Vance Distributors, Inc. | Boston | MA | 09/2017 | 03/2022 |
| Credit Suisse Securities (Usa) Llc | Boston | MA | 04/2022 | 11/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2024 | Present |
| Unemployed | Boston | MA | 12/2023 | 05/2024 |
| Bryant University | Smithfield | RI | 06/2015 | 09/2016 |
| Bank Of America, N.A. | Boston | MA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-30 |
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