Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2016-03-29 | “Mr. Putnam ... has been chief executive officer ... of Global Portfolio Advisors ... Prior to his tenure with GPA, Mr. Putnam was employed by LPL Financial...” |
| 2017-04-11 | "Mr. Putnam has been the chief executive officer of Global Portfolio Advisors... Prior to his tenure with GPA, Mr. Putnam was employed by LPL Financial..." |
| 2018-03-29 | "Mr. Putnam has been the chief executive officer of Global Portfolio Advisors... Prior to his tenure with GPA, Mr. Putnam was employed by LPL Financial..." |
| 2019-03-29 | "Mr. Putnam has been the chief executive officer of Global Portfolio Advisors... Prior to his tenure with GPA, Mr. Putnam was employed by LPL Financial..." |
| 2020-03-23 | "He began his securities career as a retail representative with Dean Witter Reynolds in 1979." |
| 2021-03-22 | "he was employed by LPL Financial from 1983 to 2005 and served as its managing director of national sales" |
| 2022-04-08 | "He was employed by LPL Financial from 1983 to 2005 and served as its managing director of national sales..." |
| 2023-03-30 | "He began his securities career as a retail representative with Dean Witter Reynolds in 1979." |
| 2024-03-28 | "He began his securities career as a retail representative with Dean Witter Reynolds in 1979." |
| 2025-03-25 | "He began his securities career as a retail representative with Dean Witter Reynolds in 1979." |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-04-09