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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-08 |
| NH | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED | 2025-05-23 |
| ME | RA | APPROVED | 2022-11-08 |
Branch Locations
5 Widgery Wharf 4Th Floor, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Trust Bank Of America | Boston | MA | 05/2003 | 03/2018 |
| R.M. Davis, Inc. | Portland | ME | 03/2018 | 07/2022 |
| F. L. Putnam Investment Management Co. | Portland | ME | 10/2022 | Present |
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