RIA Intelligence

Title

Senior Relationship Managerreportedloomissayles.comfirm site, Sep 15, 2026

Direct business phone

617-346-9730reportedloomissayles.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• Loomis, Sayles & Company, L.P. other current
  since Dec 16, 2011 · Boston, Ma
• Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
  Oct 23, 2009 to Sep 16, 2011 · Walnut Creek, Ca
• Banc Of America Investment Services, Inc. unclassified
  Sep 12, 2008 to Oct 23, 2009 · San Francisco, Ca

• Merrill Lynch, Pierce, Fenner & Smith Incorporated to Loomis, Sayles & Company, L.P.
  left Sep 16, 2011, registered Dec 16, 2011 (91 days) · Other
• Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
  left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Other adviserderived

Years in industry

24derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address