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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-06 |
Branch Locations
11911 Freedom Drive Suite 730, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aog Wealth Management, Inc | Reston | VA | 10/2008 | 03/2024 |
| Aog Wealth Management | Reston | VA | 03/2024 | 02/2025 |
| F. L. Putnam Investment Management Company | Reston | VA | 02/2025 | Present |
CE Media & Design; not investment related; 43081 Autumnwood Sq, Broadlands VA 20148; photography services; photographer/owner; 6/9/2021; 2 hours per month; photography and photo editing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
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