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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 | 2024-01-09 |
Branch Locations
75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Needham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Westwood | MA | 09/2013 | 11/2023 |
| Santander Bank, Na | Boston | MA | 11/2023 | Present |
| Santander Securities, Llc | Dorchester | MA | 11/2023 | Present |
| Door Dash | San Francisco | CA | 09/2021 | Present |
| Door Dash Driver | San Francisco | CA | 09/2021 | Present |
1. Door Dash, delivery driver, non-investment related, start date 09/01/2021, San Francisco CA, 10 hours monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 2011-11-23 |
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