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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
Branch Locations
Newburyport, MA • United States
200 Berkeley St., Boston, MA 02116-5022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investment Management | Boston | MA | 04/2010 | 12/2024 |
| Franklin Distributors, Llc | Boston | MA | 07/2024 | 12/2024 |
| Putnam Retail Management | Boston | MA | 04/2010 | 07/2024 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 04/2025 | Present |
| John Hancock | Boston | MA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-25 |
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