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100 Federal St, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2008-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investment Management | Andover | MA | 09/2003 | Present |
| Franklin Distributors, Llc | Boston | MA | 07/2024 | Present |
| Putnam Retail Management | Boston | MA | 09/2003 | 07/2024 |
Melrose Youth Hockey Association - Director; PO Box; Not-for-Profit; Beginning Spring 2022; Approx. 30 hours annually; no time during normal securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-18 |
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