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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2022-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 04/2013 | 12/2020 |
| Santander Securities, Llc | Guaynabo | PR | 04/2013 | 02/2017 |
| Santander Securities, Llc | Dorchester | MA | 04/2017 | 12/2020 |
| Citizens Bank | Boston | MA | 11/2020 | 03/2022 |
| Clarfeld Financial Advisors, Llc | Tarrytown | NY | 11/2020 | 03/2022 |
| Citizens Securities Inc. | Johnston | RI | 08/2021 | 03/2022 |
| J.P. Morgan Securities Llc | Boston | MA | 03/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-27 |
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