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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-24 |
Branch Locations
1 Marina Park Drive Ste 1600, Boston, MA 02210-1832 • United States
Woburn, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Retail Management Limited Partnership | Andover | MA | 11/2013 | 05/2021 |
| Putnam Investment Management, Llc | Boston | MA | 05/2017 | 05/2021 |
| Mml Investors Services, Llc | Boston | MA | 06/2021 | Present |
| Mass Mutual Life Insurance Company | Boston | MA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-18 |
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