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One Post Office Square, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2017 | 08/2020 |
| University Of Alabama | Tuscaloosa | AL | 08/2013 | 05/2017 |
| Fuzzy's Taco Shop | Tuscaloosa | AL | 11/2016 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Charleston | SC | 08/2020 | 06/2021 |
| Centaurus Financial Inc. | Anaheim | CA | 06/2021 | 10/2021 |
| Eaton Vance Distributors, Inc. | Alpharetta | GA | 01/2022 | Present |
| Eaton Vance Management | Alpharetta | GA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-24 |
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