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Reading the graph
Advisor at F L PUTNAM INVESTMENT MANAGEMENT CO.
Lynnfield, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| F L PUTNAM INVESTMENT MANAGEMENT CO. | Independent wealth | Jun 8, 2021 | n/a | yes | Lynnfield, MA | Current employment |
| SVB WEALTH | Independent wealth | Feb 23, 2015 | May 7, 2021 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SVB WEALTH | F L PUTNAM INVESTMENT MANAGEMENT CO. | May 7, 2021 | Jun 8, 2021 | 32 | Firm change | RIA to RIA |