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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Private Wealth Llc | Boston | MA | 08/2015 | 10/2016 |
| Brighton Jones | Seattle | WA | 02/2017 | 10/2023 |
| Unemployed | Mclean | VA | 10/2016 | 02/2017 |
| Sei Private Wealth Management | Oaks | PA | 11/2023 | 03/2025 |
| Unemployed | Reston | VA | 03/2025 | 09/2025 |
| F.L.PUtnam Investment Management Co | Reston | VA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
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