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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-06-20 |
| NH | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED_RES | 2025-06-02 |
| MA | RA | APPROVED | 2022-04-25 |
Branch Locations
29 Maplewood Avenue Suite 3, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2015 | 09/2018 |
| Ohio National Life Insurance Company | Cincinnati | OH | 04/2015 | 09/2018 |
| Measured Wealth Private Client Group, Llc | Portsmouth | NH | 09/2018 | 02/2022 |
| F. L. Putnam Investment Management Co. | Portsmouth | NH | 03/2022 | Present |
1) INSURANCE SALES;31 Langdale Drive, Hampton NH 03842 ; NOT INVESTMENT RELATED; LIFE INSURANCE SALES; PRODUCING GENERAL AGENT; 04/01/2015-PRESENT; 120 HOUR/MONTH (120 DURING MARKET HOURS); LIFE INSURANCE SALES AND MEDICARE SUPPLEMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-30 |
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