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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 | 2016-12-20 |
Branch Locations
75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Wenham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buzz Brokers Llc | Salem | MA | 04/2013 | 01/2023 |
| Rbs Citizens Financial Group | Norwood | MA | 11/2013 | 12/2016 |
| Cco Investment Services | Norwood | MA | 04/2014 | 12/2016 |
| Santander Securities, Llc | Boston | MA | 12/2016 | Present |
| Santander Bank, Na | Boston | MA | 11/2018 | Present |
| Rental Properties | Wenham | MA | 01/2008 | Present |
1. Rental Properties, owns numerous rental properties that generate income, non-investment related, Wenham MA, start date 01/01/2008, 5 hours monthly, none during trading hours. 2. Atlas Intelligence, LLC, sole owner of LLC established for adverse media monitoring and investigative research, non-investment related, Wenham MA, start date 04/25/2023, 20 hours monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-26 |
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