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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 | 2025-04-10 |
Branch Locations
277 Linden Street, Wellesley, MA 02482 • United States
705 High Street, Westwood, MA 02090 • United States
561 Adams Street, East Milton, MA 02186 • United States
860 River Street, Boston, MA 02136 • United States
780 Gallivan Boulevard, Dorchester, MA 02122 • United States
1663 Blue Hill Avenue, Mattapan, MA 02126 • United States
153 Nahatan Street, Norwood, MA 02062 • United States
1850 Centre Street, West Roxbury, MA 02132 • United States
301 North Main Street, Randolph, MA 02368 • United States
339 Washington Street, Dedham, MA 02026 • United States
1442 Dorchester Avenue, Dorchester, MA 02122 • United States
125 Main Street, Salem, NH 03079 • United States
1150 Hancock Street, Quincy, MA 02169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athenahealth | Watertown | MA | 06/2016 | 07/2020 |
| Minnesota Life Insurance Company | St Paul | MN | 03/2020 | 08/2022 |
| Securian Financial Services Inc | St Paul | MN | 03/2020 | 08/2022 |
| Securian Advisors Of New England | Braintree | MA | 03/2020 | 01/2023 |
| Next Place Llc | Boston | MA | 07/2015 | 06/2017 |
| Sagepoint Financial | Braintree | MA | 08/2022 | 01/2023 |
| Fidelity Investments | Hingham | MA | 01/2023 | 03/2025 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 03/2025 |
| Santander Bank, Na | Boston | MA | 03/2025 | Present |
| Santander Securities, Llc | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-06 |
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