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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-17 |
| PA | RA | APPROVED | 2024-04-17 |
Branch Locations
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 12/2019 | 02/2024 |
| Santander Securities, Llc | Dorchester | MA | 12/2019 | 02/2024 |
| Webster Bank | Windsor | CT | 07/2017 | 12/2019 |
| Key Bank | Manchester | CT | 09/2015 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Warminster | PA | 02/2024 | Present |
| Wells Fargo Bank, Na | Warminster | PA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-11 |
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