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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-02 |
Branch Locations
797 Broad Street, Doylestown, PA 18901 • United States
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 01/2015 | 04/2021 |
| Santander Securities, Llc | Dorchester | MA | 03/2015 | 04/2021 |
| Uber | San Franciso | CA | 04/2016 | 12/2019 |
| Wells Fargo Bank, Na | Doylestown | PA | 05/2021 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 05/2021 | 04/2022 |
| Santander Bank, Na | Boston | MA | 04/2022 | Present |
| Santander Securities, Llc | Dorchester | MA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-09 |
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