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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-06 |
Branch Locations
11911 Freedom Drive Suite 730, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Washington University | Washington D.C. | DC | 10/2013 | 05/2017 |
| Alpha Omega Group, Inc. | Reston | VA | 07/2017 | 02/2025 |
| Kalos Capital | Alpharetta | GA | 08/2018 | 07/2019 |
| Pride Girls Lacrosse | Falls Church | VA | 08/2017 | 05/2020 |
| Lerner Health & Wellness, Gwu | Washington | DC | 10/2013 | 05/2017 |
| Great Falls Lacrosse | Great Falls | VA | 01/2017 | 08/2018 |
| F. L. Putnam Investment Management Company | Reston | VA | 02/2025 | Present |
FOUNDATION FOR FINANCIAL PLANNING; INVESTMENT-RELATED: YES; 1425 K ST NW, SUITE 602, WASHINGTON, DC 20005; PRO-BONO FINANCIAL PLANNING; VOLUNTEER; START 05/21/2024; 4 HOURS PER MONTH - ZERO HOURS DURING SECURITIES TRADING HOURS; DUTIES: MEET WITH PROGRAM PARTICIPANTS TO PROVIDE PRO BONO FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
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