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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-07-23 |
| NH | RA | APPROVED | 2025-07-23 |
| NY | RA | APPROVED | 2025-07-23 |
| VA | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED | 2025-05-02 |
| MA | RA | APPROVED | 2019-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| F.L. Putnam Investment Management Co. | Lynnfield | MA | 11/2019 | Present |
| Boston Private Wealth Llc | Boston | MA | 11/2014 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-01 |
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