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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-08 |
Branch Locations
32 Court Street Suite 805, Brooklyn, NY 11201 • United States
1615 Northern Blvd Suite 304, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 09/2006 | 01/2026 |
| Santander Securities, Llc | Dorchester | MA | 09/2012 | 01/2023 |
| Santander Securities, Llc | Dorchester | MA | 01/2023 | 01/2026 |
| Osaic Wealth Inc | Brooklyn | NY | 01/2026 | Present |
1. OAKFIELD WEALTH MANAGEMENT POSITION: Associate NATURE: Oakfield WM is an LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/09/2026 ADDRESS: 1615 Northern Blvd, suite 304, Manhasset NY 11030, United States DESCRIPTION: affiliation with Oakfield Wealth Mgmt ensemble
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-01 |
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