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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 | 2024-09-16 |
Branch Locations
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA 19428 • United States
100 Northern Way, York, PA 17402 • United States
201 Dart Drive, Hanover, PA 17331 • United States
14655 Mount Airy Road, Shrewsbury, PA 17361 • United States
798 East Simpson Street, Mechanicsburg, PA 17055 • United States
1442 Bannister Street, York, PA 17404 • United States
269 Penrose Place, Carlisle, PA 17013 • United States
499 Tyler Run Road, York, PA 17403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 02/2018 | 03/2023 |
| Santander Securities, Llc | Dorchester | MA | 02/2018 | 03/2023 |
| Wells Fargo | Bethlehem | PA | 02/2017 | 12/2017 |
| Unemployed | Allentown | PA | 12/2017 | 02/2018 |
| Hartford Insurance Co | Allentown | PA | 04/2013 | 02/2017 |
| Keybank | Exton | PA | 03/2023 | 03/2023 |
| Key Investment Services Llc | Brooklyn | OH | 03/2023 | 03/2023 |
| Santander Bank, Na | Boston | MA | 04/2023 | Present |
| Santander Securities, Llc | Dorchester | MA | 06/2023 | 09/2024 |
| Santander Securities, Llc | Boston | MA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-20 |
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