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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-18 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
3655 Nobel Drive, Suite 200, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 01/2018 | 11/2018 |
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2018 | 11/2018 |
| Tough Mudder, Inc. | Brooklyn | NY | 05/2016 | 08/2017 |
| Ducks In A Row Organizers | Winchester | MA | 06/2017 | 09/2017 |
| Whole Foods Market | Medford | MA | 09/2017 | 01/2018 |
| University Of Massachusetts, Amherst | Amherst | MA | 01/2015 | 05/2017 |
| Eaton Vance Management | Boston | MA | 11/2018 | 10/2021 |
| Eaton Vance Distributors, Inc. | Boston | MA | 11/2018 | 10/2021 |
| Ep Wealth Advisors | Torrance | CA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-23 |
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