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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 | 2022-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Arlington | MA | 12/2015 | 12/2017 |
| Citizens Bank | Arlington | MA | 12/2015 | 06/2022 |
| Citizens Securities, Inc | Arlington | MA | 01/2018 | 12/2020 |
| Santander Bank, Na | Boston | MA | 06/2022 | Present |
| Santander Securities, Llc | Dorchester | MA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-05 |
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