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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-19 |
| CT | RA | APPROVED | 2022-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Cambridge | MA | 07/2015 | 05/2020 |
| Citizens Securities, Inc | Cambridge | MA | 03/2017 | 05/2020 |
| Santander Securities, Llc | Dorchester | MA | 06/2020 | 12/2021 |
| Santander Bank, Na | Boston | MA | 05/2020 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chestnut Hill | MA | 12/2021 | Present |
| Bank Of America, N.A. | Chestnut Hill | MA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-13 |
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