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Advisor at F L PUTNAM INVESTMENT MANAGEMENT CO.
Milwaukee, WI
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 | Sep 1, 2026 | n/a | yes | Milwaukee, WI | Current employment |
| F/M INVESTMENTS LLC | Asset manager | Apr 2, 2024 | Sep 2, 2026 | no | MILWAUKEE, WI|WASHINGTON, DC | Previous registration |
| Zcm | Former SEC adviser | Jun 12, 2020 | May 15, 2024 | no | MILWAUKEE, WI | Previous registration |
| ZIEGLER CAPITAL MANAGEMENT, LLC | Former SEC adviser | May 6, 2013 | Jun 1, 2020 | no | MILWAUKEE, WI | Previous registration |
| RED GRANITE ADVISORS LLC | Former SEC adviser | Jun 5, 2006 | Apr 8, 2013 | no | MILWAUKEE, WI | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Mar 1, 2004 | May 9, 2006 | no | MILWAUKEE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F/M INVESTMENTS LLC | F L PUTNAM INVESTMENT MANAGEMENT CO. | Sep 2, 2026 | Sep 1, 2026 | -1 | Firm change | Other |
| Zcm | F/M INVESTMENTS LLC | May 15, 2024 | Apr 2, 2024 | -43 | Channel change | Other |
| ZIEGLER CAPITAL MANAGEMENT, LLC | Zcm | Jun 1, 2020 | Jun 12, 2020 | 11 | Channel change | RIA to RIA |
| RED GRANITE ADVISORS LLC | ZIEGLER CAPITAL MANAGEMENT, LLC | Apr 8, 2013 | May 6, 2013 | 28 | Firm change | Other |
| ROBERT W. BAIRD & CO. INCORPORATED | RED GRANITE ADVISORS LLC | May 9, 2006 | Jun 5, 2006 | 27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 304405:106223:DC:2026-09-02 | Sep 2, 2026 | Sep 1, 2026 | WASHINGTON, DC | Firm change |
| 309195:304405:WI:2024-05-15 | May 15, 2024 | Apr 2, 2024 | MILWAUKEE, WI | Firm change after gap |
| 135622:309195:WI:2020-06-01 | Jun 1, 2020 | Jun 12, 2020 | MILWAUKEE, WI | Firm change |