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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 | 2023-08-09 |
Branch Locations
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
Lexington, MA • United States
1822 Massachusetts Avenue, Lexington, MA 02420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Dorchester | MA | 10/2016 | 06/2021 |
| Santander Securities, Llc | Dorchester | MA | 05/2018 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 08/2021 | 08/2022 |
| J.P. Morgan Securities Llc | Boston | MA | 08/2021 | 08/2022 |
| Unemployed | Lexington | MA | 06/2021 | 08/2021 |
| Unemployed | Arlington | MA | 04/2016 | 10/2016 |
| The Colony Group | Wellesley | MA | 08/2022 | 01/2023 |
| Unemployed | Lexington | MA | 01/2023 | 04/2023 |
| Santander Bank, Na | Boston | MA | 04/2023 | Present |
| Santander Securities, Llc | Dorchester | MA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
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