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

Jan 18, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63

First exam

Jan 18, 2002

First registration

Mar 26, 2021

Dual registered

no

Other names

DANIEL M. TOOLE

IAPD individual key

4317049

• Occurred

  Dec 6, 2024
  Advisor changed firm

  Daniel M. Toole left Arbor Capital Management Corp for F L Putnam Investment Management Co. (registered 2024-07-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e1b891f4-0741-7eb9-13fb-2c6aacf4dcf1

First observed

Mar 26, 2021

Last observed

Sep 14, 2026 6 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.