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145 Main St, Hudson, MA 01749 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
| MA | RA | APPROVED | 2024-12-19 |
Branch Locations
145 Main St, Hudson, MA 01749 • United States
Needham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Framingham | MA | 01/2014 | 07/2018 |
| Securities America, Inc. | Shrewsbury | MA | 06/2018 | 12/2022 |
| The Patriot Financial Group, Llc | Shrewsbury | MA | 07/2018 | Present |
| Cetera Financial Specialists Llc | Shrewsbury | MA | 12/2022 | 12/2023 |
| Apex Investment Group, Llc | Shrewsbury | MA | 12/2024 | Present |
1) Licensed insurance agent; Not investment-related; Needham, MA 02494; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 2) Notary Public of Massachusetts; Not investment-related; Needham, MA 02494; Notary Public; Witness signatures for legal and financial documents; Less than 5% of time during the month. 3) Mr. Bakaysa serves as an investment advisor representative for Apex Investment Group, LLC since 12/2024 and with The Patriot Financial Group, LLC since 07/2018. This dual registration is strictly for transitional purposes only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-15 |
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