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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-05 |
| PA | RA | APPROVED | 2025-02-25 |
Branch Locations
1565 East High Street, Pottstown, PA 19464 • United States
742 East Philadelphia Avenue, Boyertown, PA 19512 • United States
1894 Bethlehem Pike, Flourtown, PA 19031 • United States
115 Chester Avenue, Yeadon, PA 19050 • United States
44 East Lancaster Avenue, Ardmore, PA 19003 • United States
1616 Walnut Street, Philadelphia, PA 19103 • United States
44 North Bryn Mawr Avenue, Bryn Mawr, PA 19010 • United States
1224 Welsh Road, North Wales, PA 19454 • United States
101 East Olney Avenue, Philadelphia, PA 19120 • United States
130 North Eagle Road, Havertown, PA 19083 • United States
1101 Market Street, Philadelphia, PA 19107 • United States
2000 Market Street, Philadelphia, PA 19103 • United States
Cheltenham Avenue And Easton Road, Wyncote, PA 19095 • United States
1917 Macdade Boulevard, Folsom, PA 19033 • United States
3802 Chestnut Street, Philadelphia, PA 19104 • United States
8080 Old York Road, Elkins Park, PA 19027 • United States
116 West Township Line Road, Havertown, PA 19083 • United States
1415 Old York Road, Abington, PA 19001 • United States
2701 South 10Th Street, Philadelphia, PA 19148 • United States
612 Fayette Street, Conshohocken, PA 19428 • United States
800 Town Centre Drive, Glen Mills, PA 19342 • United States
824 North Market Street, Wilmington, DE 19801 • United States
5300 Baltimore Pike, Clifton Heights, PA 19018 • United States
2 East 10Th Street, Marcus Hook, PA 19061 • United States
9808 Bustleton Avenue, Philadelphia, PA 19115 • United States
125 South Providence Road, Media, PA 19063 • United States
1001 Gap-Newport Pike, Avondale, PA 19311 • United States
140 Allendale Road, King Of Prussia, PA 19406 • United States
110 West Lincoln Highway, Exton, PA 19341 • United States
3001 West Chester Pike, Broomall, PA 19008 • United States
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
625 Ridge Pike, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2010 | 08/2017 |
| Bank Of America, N.A. | Pennington` | NJ | 10/2010 | 08/2017 |
| Bank Of America, N.A. | Horsham | PA | 08/2017 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Horsham | PA | 08/2017 | 08/2018 |
| Citizens Securities, Inc. | Philadelphia | PA | 08/2018 | 08/2021 |
| Pruco Securities, Llc. | Chalfont | PA | 08/2021 | 11/2024 |
| Prudential Insurance Company Of America | Chalfont | PA | 08/2021 | 02/2025 |
| Lpl Enterprise, Llc | Warrington | PA | 11/2024 | 02/2025 |
| Santander Bank, Na | Boston | MA | 02/2025 | Present |
| Santander Securities, Llc | Boston | MA | 02/2025 | Present |
| John Hancock | Boston | MA | 02/2000 | Present |
| Genworth | Glen Allen | VA | 11/2000 | Present |
1. John Hancock LTC Trails; long-term insurance trails from existing policies only, investment related, start date 02/01/2000, Boston MA, 0 hour monthly, none during trading hours. 2. Genworth LTC Trails; long-term insurance trails from existing policies only, investment related, start date 11/01/2000, Glen Allen VA, 0 hour monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-03 |
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