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Inactive

Robert Brandt Heitzman

F L Putnam Investment Management Co.

Lynnfield, MA

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Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-19
MD RA APPROVED 2023-04-11
TX RA APPROVED 2023-04-11
  • MA RA
    APPROVED
    Since 2026-02-19
  • MD RA
    APPROVED
    Since 2023-04-11
  • TX RA
    APPROVED
    Since 2023-04-11

Branch Locations

6 Kimball Lane, Lynnfield, MA 01940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Svb Wealth Llc Rockville MD 10/2014 03/2023
F. L. Putnam Investment Management Co. Lynnfield MA 03/2023 Present
Previous Registrations
  • 2014-11-04 → 2023-04-10
    Svb Wealth
    Rockville, MD
  • 2013-10-16 → 2014-11-26
    Banyan Partners, Llc
    Palm Beach Gardens, FL
    Rockville, MD
  • 2003-10-22 → 2013-12-24
    Rushmore Investment Advisors Inc
    Plano, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-26
  • S63 Uniform Securities Agent State Law Examination
    1998-05-26
Designations

View on SEC IAPD

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