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Inactive

James Thomas Ortlip

F L Putnam Investment Management Co.

Reston, VA

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Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-26
  • VA RA
    APPROVED
    Since 2025-03-26

Branch Locations

11911 Freedom Drive Suite 730, Reston, VA 20190 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Aog Wealth Management Reston VA 09/2009 02/2025
Kalos Capital, Inc. Alpharetta GA 05/2013 07/2019
F. L. Putnam Investment Management Company Reston VA 02/2025 Present
  • 09/2009 → 02/2025
    Aog Wealth Management
    Reston, VA
  • 05/2013 → 07/2019
    Kalos Capital, Inc.
    Alpharetta, GA
  • 02/2025 → Present
    F. L. Putnam Investment Management Company
    Reston, VA
Previous Registrations
  • 2013-05-03 → 2025-03-07
    Aog Wealth Management
    Reston, VA
  • 2012-02-28 → 2013-05-02
    Cetera Advisors Llc
    Greenwood Village, CO
    Great Falls, VA
  • 2012-02-09 → 2012-02-28
    Pacific West Financial Consultants Inc
    Renton, WA
  • 2004-06-08 → 2011-12-23
    Pacific West Financial Consultants Inc
    Fairfax, VA
    Renton, WA
    Leesburg, VA
  • 2001-05-30 → 2004-06-14
    Capital Financial Group Leesburg Associates, Llc
    Leesburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-03
  • S66 Uniform Combined State Law Examination
    2000-08-03
Designations

View on SEC IAPD

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Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA
WEALTHSPIRE ADVISORS · Reston, VA

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