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Sarah Lydia Grace Gosselin

F L Putnam Investment Management Co.

Reston, VA

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Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-15
VA RA APPROVED 2025-09-15
NC RA APPROVED 2025-03-06
  • TX RA
    APPROVED
    Since 2025-09-15
  • VA RA
    APPROVED
    Since 2025-09-15
  • NC RA
    APPROVED
    Since 2025-03-06

Branch Locations

11911 Freedom Drive #730, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aog Wealth Management Reston VA 03/2014 12/2020
Kalos Capital, Inc. Alpharetta GA 06/2014 07/2019
Aog Wealth Management Reston VA 12/2020 02/2025
Aog Wealth Management Reston VA 07/2019 03/2024
Aog Wealth Management Reston VA 09/2018 12/2020
F. L. Putnam Investment Management Company Reston VA 02/2025 Present
  • 03/2014 → 12/2020
    Aog Wealth Management
    Reston, VA
  • 06/2014 → 07/2019
    Kalos Capital, Inc.
    Alpharetta, GA
  • 12/2020 → 02/2025
    Aog Wealth Management
    Reston, VA
  • 07/2019 → 03/2024
    Aog Wealth Management
    Reston, VA
  • 09/2018 → 12/2020
    Aog Wealth Management
    Reston, VA
  • 02/2025 → Present
    F. L. Putnam Investment Management Company
    Reston, VA
Previous Registrations
  • 2018-09-04 → 2025-03-07
    Aog Wealth Management
    Reston, VA
    Youngsville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-04
S63 Uniform Securities Agent State Law Examination 2016-10-10
  • S65 Uniform Investment Adviser Law Examination
    2018-09-04
  • S63 Uniform Securities Agent State Law Examination
    2016-10-10
Designations
Other Names
  • Sarah Lydia Grace Oliver
  • Lydia Grace Gosselin

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
WEALTHSPIRE ADVISORS
MODERN WEALTH MANAGEMENT, LLC

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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