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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 06/2018 | 07/2019 |
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2018 | 07/2019 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2015 | 05/2018 |
| Bruegger'S Bagels | Amherst | MA | 11/2017 | 04/2018 |
| State Street Bank | Hadley | MA | 11/2015 | 05/2017 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 07/2019 | 06/2022 |
| Fidelity Investments | San Diego | CA | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-16 |
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