Best Investors Account Sign in
Inactive

Gregory Wood Evans

F L Putnam Investment Management Co.

Wolfeboro, NH

Claim This Profile
Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-01-12
  • NH RA
    APPROVED
    Since 2026-01-12

Branch Locations

40 Mill Street, Wolfeboro, NH 03894 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Boston MA 10/1995 11/2023
Fidelity Personal And Workplace Advisors Boston MA 07/2018 11/2023
Rwa Wealth Partners, Llc Newton MA 02/2024 05/2025
F.L.PUtnam Investment Management Company Wolfeboro NH 01/2026 Present
Unemployed Bedford NH 05/2025 01/2026
  • 10/1995 → 11/2023
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 07/2018 → 11/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2024 → 05/2025
    Rwa Wealth Partners, Llc
    Newton, MA
  • 01/2026 → Present
    F.L.PUtnam Investment Management Company
    Wolfeboro, NH
  • 05/2025 → 01/2026
    Unemployed
    Bedford, NH
Previous Registrations
  • 2024-02-07 → 2025-04-16
    Rwa Wealth Partners
    Boston, MA
  • 2018-07-13 → 2023-12-08
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 1994-09-16 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
    Boston, MA
  • 2005-04-27 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Merrimack, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-03
S63 Uniform Securities Agent State Law Examination 1999-07-23
  • S65 Uniform Investment Adviser Law Examination
    1999-09-03
  • S63 Uniform Securities Agent State Law Examination
    1999-07-23
Designations

View on SEC IAPD

Other Firms

WHITE PINE INVESTMENTS
BALLENTINE PARTNERS
EDWARD JONES
WILLIAM J. KRAUSE CPA, P.C.
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

THOMAS GEORGE GOODWIN
VALERIE JEAN BROWN
James Balfour
KRISTEN ANN MADDEN
SUSAN MACMICHAEL JOHN
LANDON JOE FRITCH
ANDREW LOUIS KUSTAS
ANDREA CLARE DUBUC

Other Offices

WHITE PINE INVESTMENTS · WOLFEBORO, NH
BALLENTINE PARTNERS · Wolfeboro, NH
BALLENTINE PARTNERS · Wolfeboro, NH
EDWARD JONES · WOLFEBORO FALLS, NH
EDWARD JONES · Wolfeboro Falls, NH
WILLIAM J. KRAUSE CPA, P.C. · WOLFEBORO, NH
EDWARD JONES · GILFORD, NH
THRIVENT INVESTMENT MANAGEMENT INC. · Ossipee, NH

More in Wolfeboro, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor