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100 Federal St, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut College | New London | CT | 09/2016 | 05/2017 |
| Putnam Investment Management | Andover | MA | 09/2017 | Present |
| Athletic Republic | Norwood | MA | 06/2017 | 08/2017 |
| Franklin Distributors Llc | Boston | MA | 07/2024 | Present |
| Putnam Retail Management | Boston | MA | 09/2017 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-20 |
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