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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-08-10 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • UNITED STATES
Framingham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 12/2018 | 05/2020 |
| Santander Securities, Llc | Dorchester | MA | 12/2018 | 05/2020 |
| Kalmor Llc | San Diego | CA | 04/2017 | 01/2018 |
| Unemployment | San Diego | CA | 05/2015 | 04/2017 |
| Unemployment | San Diego | CA | 01/2015 | 11/2018 |
| Southern State University | San Diego | CA | 09/2015 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norwood | MA | 05/2020 | 06/2021 |
| Bank Of America, N.A. | Norwood | MA | 05/2020 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | Present |
Co-owner, ShabLight, selling handmade, digital, and printed products on ETSY, Located in Framingham, MA, as of 9/01/2021; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-13 |
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