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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-08-26 |
| MA | RA | APPROVED | 2022-06-21 |
Branch Locations
One Liberty Square Suite 610, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed / Contract Employee | Boston | MA | 10/2017 | 04/2022 |
| Natixis Global Asset Management | Boston | MA | 04/2014 | 12/2016 |
| Job Search | Boston | MA | 12/2016 | 10/2017 |
| F. L. Putnam Investment Management Co. | Boston | MA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-26 |
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