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RIA / WealthAdvisorCertified Financial Planner32 years in industry

GREGORY WOOD EVANS

Advisor at F L PUTNAM INVESTMENT MANAGEMENT CO.

Wolfeboro, NH

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Search this name across graphsid dfx:ria:d9ee7be3-94f7-591f-1eea-ce6d90af8b97

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 16, 1994 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 16, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 23, 1999
First registration: Sep 16, 1994
Dual registered: no
IAPD individual key: 2215525

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F L PUTNAM INVESTMENT MANAGEMENT CO.	Independent wealth	Jan 12, 2026	n/a	yes	Wolfeboro, NH	Current employment
RWA WEALTH PARTNERS	Independent wealth	Feb 7, 2024	Apr 16, 2025	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Dec 8, 2023	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Apr 27, 2005	Mar 28, 2007	no	MERRIMACK, NH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 16, 1994	Jul 13, 2018	no	MERRIMACK, NH\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RWA WEALTH PARTNERS	F L PUTNAM INVESTMENT MANAGEMENT CO.	Apr 16, 2025	Jan 12, 2026	271	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	RWA WEALTH PARTNERS	Dec 8, 2023	Feb 7, 2024	61	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL TRUST COMPANY, FSB	Jul 13, 2018	Apr 27, 2005	-4,825	Firm change after gap	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 28, 2007	Jul 13, 2018	4,125	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:109516:MA:2018-07-13	Jul 13, 2018	Apr 27, 2005	BOSTON, MA	Firm change after gap

Relationships

Registered with (5)

→ F L PUTNAM INVESTMENT MANAGEMENT CO.Registered adviserregistration: current employment
Jan 12, 2026 to presentfactForm ADV
→ RWA WEALTH PARTNERSRegistered adviserregistration: previous registration
Feb 7, 2024 to Apr 16, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Dec 8, 2023factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 16, 1994 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Apr 27, 2005 to Mar 28, 2007factForm ADV

Dated events

Occurred
Apr 16, 2025
Advisor changed firm
Gregory Wood Evans left Rwa Wealth Partners for F L Putnam Investment Management Co. (registered 2026-01-12)
Form ADVobserved 4 days ago
Occurred
Dec 8, 2023
Advisor changed firm
Gregory Wood Evans left Fidelity Personal And Workplace Advisors for Rwa Wealth Partners (registered 2024-02-07)
Form ADVobserved 4 days ago