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.

Current firm

F L PUTNAM INVESTMENT MANAGEMENT CO.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 15, 2019

First registration

Mar 18, 2019

Dual registered

no

Other names

Jennifer L. Kulick|Jennifer Kulick|Jennifer Rosenbaum

IAPD individual key

7026881

• Occurred

  Mar 19, 2024
  Advisor changed firm

  Jennifer Lauren Rosenbaum left Merrill Lynch, Pierce, Fenner & Smith Incorporated for F L Putnam Investment Management Co. (registered 2024-09-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8dada433-78d7-7336-5318-9769604ba5ef

First observed

Mar 18, 2019

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.