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TUCKER PATRICK DONAHOE
CRD#: 6096119
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Investment Adviser
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Previous Broker
MONTIS FINANCIAL, LLCCRD#: 163986 230 THIRD AVENUE
WALTHAM, MA 02451
Registration History
20132014201520162017201820192020202120222023202420252026IAMONTIS FINANCIAL, LLC (CRD# 163986)2021 - Present (3 years)BPUTNAM RETAIL MANAGEMENT LIMIT... (CRD# 7325)2013 - 2020 (6 years)IAPUTNAM INVESTMENT MANAGEMENT, LLC (CRD# 106629)2014 - 2020 (5 years)
License(s)

State Registrations

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Massachusetts 12/15/2021

Current Registration(s)
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MONTIS FINANCIAL, LLC (CRD#:163986)
230 THIRD AVENUE, WALTHAM, MA 02451
Registered with this firm since 12/15/2021

Previous Registration(s)
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05/19/2014 - 01/27/2020 PUTNAM INVESTMENT MANAGEMENT, LLC (CRD#:106629) BOSTON, MA
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11/25/2013 - 01/27/2020 PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (CRD#:7325) Boston, MA
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Disclosures
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