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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
| MA | RA | APPROVED | 2023-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Private Bank | Boston | MA | 09/2015 | 03/2021 |
| Cabot - Wellington, Llc | Boston | MA | 03/2021 | 09/2022 |
| Boston Financial Management Llc | Boston | MA | 10/2022 | 06/2023 |
| F L Putnam Investment Management Co. | Lynnfield | MA | 10/2023 | Present |
| Unemployed | Boston | MA | 07/2023 | 10/2023 |
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