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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 10/2018 | 03/2024 |
| Bank Of America, N.A. | Boston | MA | 10/2018 | 03/2024 |
| Bny Mellon | Boston | MA | 05/2000 | 10/2018 |
| F L Putnam Investment Management Co. | Needham | MA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-15 |
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