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55 West Street Suite 201, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-04 |
| MA | RA | APPROVED | 2020-01-23 |
Branch Locations
47 Enterprise Drive, Windham, NH 03087 • United States
160 Main Street, Gloucester, MA 01930 • United States
143 High Street, Ipswich, MA 01938 • United States
55 West Street Suite 201, Walpole, MA 02081 • United States
1 Central Street, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Wilmington | MA | 07/2005 | 01/2020 |
| Santander Securities, Llc | Guaynabo | PR | 09/2012 | 01/2020 |
| Securities America, Inc. | Middleton | MA | 01/2020 | 12/2022 |
| The Patriot Financial Group, Llc | Walpole | MA | 01/2020 | Present |
| Hayden Wealth Management | Middleton | MA | 01/2020 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2022 | 07/2023 |
1.HAYDEN WEALTH MANAGEMENT, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR ADVISORY BUSINESS, INVESTMENT ADVISER REPRESENTATIVE, FINANCIAL PLANNING, ASSET MANAGEMENT, 40H/WEEK, SINCE 01/2020. 2.DMI INSURANCE SERVICES, NOT INVESTMENT RELATED, HINGHAM, MA, SALES OF FIXED INSURANCE, 10H/WEEK, SINCE 01/2020. 3. Tri Town Council; Position Title: Board of Directors ; investment related: No; Location: 7 Grove Street Ste 202 Topsfield MA 01983 US; Start date with business: 2023-08-14; Description of the business: Tri-Town Council, established in 1968 and originally called the Tri-Town Council on Drugs, was organized by concerned citizens to address youth drug and alcohol abuse. While our service delivery model has adapted for changing times and needs, prevention and positive youth development continue to be foundational in our work. We work with thousands of youth, parents, educators and vested community members providing parent education, youth programs, professional development, prevention services, after-school enrichment and various types of family and community support.; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0; 4. Adjunct Faculty - College for Financial Planning; Investment related; 9000 E Nichols Ave #200 Centennial CO 80112; Description: CFP© education course delivery, serve as subject matter expert, deliver curriculum for exams and professional development; 2026-01-16; 0 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-10 |
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