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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-08 |
| ME | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED | 2025-06-02 |
| NH | RA | APPROVED | 2019-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Focus, Inc. | Wolfeboro | NH | 09/1994 | 04/2019 |
| F.L. Putnam Investment Management Co. | Wolfeboro | NH | 04/2019 | Present |
TRUSTEE SERVICES; OCCASIONALLY INVESTMENT-RELATED; PO BOX 2250, WOLFEBORO, NH 03894; SUSAN JOHN ACTS AS TRUSTEE FOR A FEW CLIENT TRUSTS - SOME PAID, SOME UNPAID; TRUSTEE; JAN. 2010; APPROX. 32 HOURS/MONTH; 0-2 HOURS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE ESTATE SETTLEMENT AND DISTRIBUTION, ANNUAL TRUSTEE REPORTING, TRUST DISTRIBUTIONS, SELECTION OF INVESTMENT MANAGERS AND TRUST COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-04-18 |
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