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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-06 |
Branch Locations
2253 North Avenue, Scotch Plains, NJ 07076 • United States
830 Brickell Plaza Suite 2100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 05/2015 | 03/2021 |
| Bank Of America, N.A. | Miami | FL | 09/2015 | 03/2021 |
| Santander International Private Banking | Miami | FL | 04/2021 | Present |
| Santander Securities, Llc | Dorchester | MA | 01/2022 | Present |
1. JMP Real Estate Corp, president of family entity that owns an apartment, non-investment related, start date 05/31/2018, Key Biscayne, FL, 1 hour monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-02 |
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