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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mabels Lobster Claw | Kennebunkport | ME | 01/2008 | 01/2019 |
| Charles Schwab Bank Ssb | Chestnut Hill | MA | 02/2019 | 01/2022 |
| F L Putnam Investment Management Co. | Portland | ME | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
| S66 | Uniform Combined State Law Examination | 2019-10-14 |
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