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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-17 |
Branch Locations
1337 Beacon Street, Brookline, MA 02446 • United States
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
Brighton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 12/2016 | 05/2022 |
| Santander Securities, Llc | Dorchester | MA | 12/2016 | 05/2022 |
| Unemployed | Brighton | MA | 06/2016 | 12/2016 |
| Santander Bank, Na | Boston | MA | 10/2022 | Present |
| Santander Securities, Llc | Dorchester | MA | 11/2022 | Present |
| Standish Management | Boston | MA | 06/2022 | 09/2022 |
| Tempus Unlimited, Inc. | Stoughton | MA | 11/2024 | Present |
1. Tempus Unlimited, Inc., Personal Care Assistant (PCA) for mother, non-investment related, start date 11/01/2024, Stoughton MA, 60 hours monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-10 |
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