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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-07 |
Branch Locations
11911 Freedom Drive Suite 730, Reston, VA 20190 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Omega Group, Inc. | Reston | VA | 05/2000 | 02/2025 |
| Kalos Capital, Inc. | Alpharetta | GA | 05/2013 | 07/2019 |
| F. L. Putnam Investment Management Company | Reston | VA | 02/2025 | Present |
Real Asset Advisor; is investment-related; 2010 Crow Canyon Place, Suite 455, San Ramon, CA 94583; publisher of investment related newsletters and other written/digital material for information on real estate, infrastructure and real assets investment industries; advisor board member; started June 2018; approximately 3 hours/month and 1 hr/month during securities trading hours; serve on the advisory board and receive no direct or indirect compensation for the position
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-13 |
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