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Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-02
RI RA APPROVED 2026-02-27
SC RA APPROVED 2024-07-18
  • MA RA
    APPROVED
    Since 2026-04-02
  • RI RA
    APPROVED
    Since 2026-02-27
  • SC RA
    APPROVED
    Since 2024-07-18

Branch Locations

13 Steeple Street Suite 202, Mashpee, MA 02649 • 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
Four Ponds Financial Planning Charleston SC 06/2021 06/2023
College Of Charleston Charleston SC 10/2014 06/2021
Four Ponds Financial Planning North Charleston SC 06/2023 11/2024
F.L. Putnam Investment Management Company Mashpee MA 07/2024 Present
  • 06/2021 → 06/2023
    Four Ponds Financial Planning
    Charleston, SC
  • 10/2014 → 06/2021
    College Of Charleston
    Charleston, SC
  • 06/2023 → 11/2024
    Four Ponds Financial Planning
    North Charleston, SC
  • 07/2024 → Present
    F.L. Putnam Investment Management Company
    Mashpee, MA
Previous Registrations
  • 2021-11-03 → 2024-11-22
    Four Ponds Financial Planning
    Hanahan, SC
    Mashpee, MA
    North Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-11
  • S65 Uniform Investment Adviser Law Examination
    2021-10-11
Designations
Other Names
  • Keyana Johns
  • Keyana Cordano
  • Keyana Russ

View on SEC IAPD

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