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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investments - Putnam Retail Management | Andover | MA | 10/2001 | Present |
| Allen Insurance & Financial | Camden | ME | 04/2007 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2007 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Allen Financial Group | Belfast | ME | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-27 |
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