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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-02-26 |
Branch Locations
140 Kendrick Street Suite C310, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Syracuse University | Syracuse | NY | 08/2016 | 12/2017 |
| University Of New Hampshire | Durham | NH | 01/2018 | 05/2020 |
| Indian Ridge Country Club | Andover | MA | 09/2015 | 09/2020 |
| Unh Phonathon | Durham | NH | 01/2019 | 05/2019 |
| Putnam Investments | Andover | MA | 06/2019 | 08/2019 |
| Putnam Investment Management, Llc | Boston | MA | 01/2021 | 12/2024 |
| Franklin Distributors, Llc | Boston | MA | 07/2024 | 12/2024 |
| Putnam Retail Management Limited Partnership | Boston | MA | 09/2020 | 07/2024 |
| Mml Investors Services, Llc | Needham | MA | 12/2024 | Present |
| Massmutual Life Insurance Co | Needham | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-27 |
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