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1 Letterman Drive Building C, Suite 3-500, San Francisco, CA 94129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-11 |
Branch Locations
1 Letterman Drive Building C, Suite 3-500, San Francisco, CA 94129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investments/Putnam Retail Management | Andover | MA | 09/2018 | 06/2024 |
| Putnam Investments | Andover | MA | 06/2015 | 09/2018 |
| Kurv Investment Management Llc | Lynnfield | MA | 03/2026 | Present |
| Foreside Fund Services, Llc | Lynnfield | MA | 04/2026 | Present |
| Unemployed | Lynnfield | MA | 07/2024 | 03/2026 |
Kurv Investment Management LLC; Investment Related; ETF Investments; Lynnfield, MA; 03/2026; Vice President - Client Solutions; ETF sales; 160 Hrs./Mo. In addition to being an Investment Advisor Representative of Kurv Investment Management LLC, this associate is a Registered Representative of Foreside Fund Services, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Foreside Fund Services, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-05 |
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