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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 | 2021-07-01 |
Branch Locations
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
1917 Macdade Boulevard, Folsom, PA 19033 • United States
Prospect Park, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2015 | 11/2018 |
| Michael Page | Philadelphia | PA | 11/2018 | 06/2019 |
| Santander Bank, Na | Boston | MA | 08/2019 | Present |
| Santander Securities, Llc | Dorchester | MA | 08/2019 | 04/2021 |
| Santander Securities, Llc | Dorchester | MA | 04/2021 | Present |
1. Dog walker, non-investment related, start date 08/31/2025, Prospect Park PA, 10 hours monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-03 |
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