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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 | 2025-01-02 |
| RI | RA | APPROVED | 2024-12-11 |
Branch Locations
620 G.A.R. Highway, Swansea, MA 02777 • United States
75 State Street, Boston, MA 02109 • United States
430 William S. Canning Boulevard, Fall River, MA 02721 • United States
786 Main Road, Westport, MA 02790 • United States
585 Allen Street, New Bedford, MA 02740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Parts And Supply | Middleboro | MA | 01/2021 | 01/2022 |
| Benchmark Senior Living | Franklin | MA | 01/2020 | 10/2020 |
| Lcb Senior Living | Dartmouth | MA | 03/2019 | 01/2020 |
| Primo Medical Group | Bridgewater | MA | 02/2019 | 06/2019 |
| Atria Senior Living | Falmouth | MA | 03/2014 | 04/2019 |
| Thrivent Investment Management Inc | Raynham | MA | 08/2021 | 10/2022 |
| Unemployed | Raynham | MA | 11/2020 | 12/2020 |
| Thrivent Financial | Appleton | WI | 01/2022 | 10/2022 |
| Citizens Securities, Inc. | Westwood | MA | 10/2022 | 12/2024 |
| Santander Bank, Na | Boston | MA | 12/2024 | Present |
| Santander Securities, Llc | Boston | MA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-11 |
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