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6 Kimball Lane, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
| MA | RA | APPROVED | 2023-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Private Wealth Llc | Boston | MA | 06/2015 | 07/2021 |
| F L Putnam Investment Management Co. | Lynnfield | MA | 05/2023 | Present |
| Svb Private | Boston | MA | 07/2021 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-18 |
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