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75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-09-19 |
Branch Locations
61 Constitution Boulevard, Kutztown, PA 19530 • United States
3420 North 5Th Street Highway, Laureldale, PA 19605 • United States
12 Parkside Avenue, Shillington, PA 19607 • United States
2220 State Hill Road, Wyomissing, PA 19610 • United States
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
24-28 East Main Street, Schuylkill Haven, PA 17972 • United States
601 Penn Street, Reading, PA 19601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 06/2017 | 07/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 07/2017 | 07/2019 |
| Minnesota Life Insurance Co. | St. Paul | MS | 07/2017 | 07/2019 |
| Legacy Planning Partners, Llc | Allentown | PA | 07/2017 | 07/2019 |
| East Penn School District | Emmaus | PA | 08/2006 | 09/2017 |
| Santander Bank, Na | Boston | MA | 09/2019 | Present |
| Santander Securities, Llc | Dorchester | MA | 07/2019 | 02/2023 |
| Santander Securities, Llc | Dorchester | MA | 02/2023 | Present |
1. Rental property, owner/manager, non-investment related, start date 08/01/2011, Breinigsville PA, 1 hour monthly, none during trading hours. 2. Rental property, manager, non-investment related, start date 07/01/2015, Allentown PA, 1 hour monthly, none during trading hours. 3. Minsi Mountain Haven LLC, agent for LLC, no ownership of LLC, has authority to handle real estate rentals and management, non-investment related, start date 09/23/2025, Lake Ariel PA, 0 hours monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-16 |
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