Jeffrey Ferreras

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-05-30

Branch Locations

75 Fountain Street Suite R1, Providence, RI 02902 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Santander Securities, Llc	Dorchester	MA	07/2019	04/2020
Santander Bank, Na	Boston	MA	10/2016	04/2020
Rite Aid Pharmacy	Providence	RI	05/2015	10/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lincoln	RI	04/2020	09/2021
Fidelity Investments	Smithfield	RI	09/2021	04/2025
Full Time Education	Providence	RI	01/2017	01/2021
Fidelity Investments	Boston	MA	03/2025	04/2025
Charles Schwab & Co., Inc.	Providence	RI	04/2025	Present
Charles Schwab Bank, Ssb	Providence	RI	04/2025	Present

07/2019 → 04/2020

Santander Securities, Llc

Dorchester, MA
10/2016 → 04/2020

Santander Bank, Na

Boston, MA
05/2015 → 10/2016

Rite Aid Pharmacy

Providence, RI
04/2020 → 09/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lincoln, RI
09/2021 → 04/2025

Fidelity Investments

Smithfield, RI
01/2017 → 01/2021

Full Time Education

Providence, RI
03/2025 → 04/2025

Fidelity Investments

Boston, MA
04/2025 → Present

Charles Schwab & Co., Inc.

Providence, RI
04/2025 → Present

Charles Schwab Bank, Ssb

Providence, RI

2025-03-31 → 2025-04-15

Strategic Advisers Llc

Boston, MA
2021-11-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Smithfield, RI
2020-04-14 → 2021-09-14

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Riverside, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-02

Other Firms