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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-15 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 03/2010 | 01/2020 |
| Santander Securities, Llc | Dorchester | MA | 09/2012 | 06/2017 |
| Santander Securities, Llc | Dorchester | MA | 06/2017 | 09/2017 |
| Santander Securities, Llc | Dorchester | MA | 09/2017 | 01/2020 |
| Unemployed | North Smithfield | RI | 01/2020 | 01/2021 |
| Citizens Securities, Inc. | Johnston | RI | 01/2021 | 10/2021 |
| Fidelity Investments | Smithfield | RI | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-04 |
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