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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | Dorchester | MA | 12/2016 | 04/2018 |
| Santander Securities Llc | San Juan | PR | 01/2017 | 04/2018 |
| Unemployed | 72 Dean Rd | MA | 07/2016 | 12/2016 |
| Unemployed | Stoughton | MA | 05/2018 | 09/2018 |
| Voya Financial Advisors | Stoughton | MA | 10/2018 | 06/2022 |
| Charles Schwab & Co., Inc. | Boston | MA | 06/2022 | Present |
| Schwab Wealth Advisory, Inc. | Boston | MA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-20 |
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