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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-12 |
| NJ | RA | APPROVED | 2023-11-28 |
Branch Locations
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
190 Route 37 East, Toms River, NJ 08753 • United States
17 Beaverson Boulevard, Brick, NJ 08723 • United States
301 Atlantic City Boulevard, Pine Beach, NJ 08741 • United States
940 Fischer Boulevard, Toms River, NJ 08753 • United States
2367 Lakewood Road Route 9 North, Toms River, NJ 08755 • United States
555 Madison Avenue, Lakewood, NJ 08701 • United States
108 Lacey Road, Whiting, NJ 08759 • United States
69 Madison Avenue, Lakewood, NJ 08701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services Corp | King Of Prussia | PA | 07/2011 | 12/2017 |
| Citizens Securities Inc. | West Chester | PA | 12/2017 | 09/2021 |
| Citizens Bank | West Chester | PA | 12/2017 | 09/2021 |
| Citizens Securities Inc. | Philadelphia | PA | 09/2021 | 03/2023 |
| Santander Bank, Na | Boston | MA | 04/2023 | Present |
| Santander Securities, Llc | Dorchester | MA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-17 |
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