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Advisor at PARAMETRIC PORTFOLIO ASSOCIATES
Boston, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PARAMETRIC PORTFOLIO ASSOCIATES | Bd affiliated wealth | Jan 3, 2022 | n/a | yes | Boston, MA | Current employment |
| BRECKINRIDGE CAPITAL ADVISORS INC | Independent wealth | May 2, 2016 | Jan 13, 2020 | no | Boston, MA | Previous registration |
| EATON VANCE MANAGEMENT | Asset manager | Jul 27, 2010 | Mar 1, 2016 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRECKINRIDGE CAPITAL ADVISORS INC | PARAMETRIC PORTFOLIO ASSOCIATES | Jan 13, 2020 | Jan 3, 2022 | 721 | Firm change after gap | RIA to RIA |
| EATON VANCE MANAGEMENT | BRECKINRIDGE CAPITAL ADVISORS INC | Mar 1, 2016 | May 2, 2016 | 62 | Firm change | Other |