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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Endicott College | Beverly | MA | 08/2013 | 05/2017 |
| Eaton Vance Management | Boston | MA | 01/2018 | 10/2018 |
| Eaton Vance Distributors | Boston | MA | 10/2018 | 12/2024 |
| Fidelity Investments | Boston | MA | 12/2024 | Present |
| Boston Golf Club | Hingham | MA | 05/2017 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-30 |
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