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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-12-01 |
Branch Locations
75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Everett, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Funds Distributor, Llc | Boston | MA | 09/2015 | 06/2017 |
| Global Alternative Investment Services Inc. | Boston | MA | 07/2017 | 04/2018 |
| Wells Fargo Investment Institute Inc. | Boston | MA | 07/2017 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2018 | 05/2019 |
| Bank Of America, N.A. | Boston | MA | 08/2018 | 05/2019 |
| Gwfs Equities, Inc | Greenwood Village | CO | 09/2020 | 10/2020 |
| Unemployed | Boston | MA | 06/2019 | 08/2020 |
| Unemployed | Everett | MA | 10/2020 | 10/2021 |
| Santander Bank, Na | Boston | MA | 10/2021 | Present |
| Santander Securities, Llc | Dorchester | MA | 10/2021 | 03/2022 |
| Santander Securities, Llc | Dorchester | MA | 03/2022 | 02/2023 |
| Santander Securities, Llc | Dorchester | MA | 02/2023 | 08/2026 |
| Santander Securities, Llc | Boston | MA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-13 |
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