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86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-16 |
Branch Locations
86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Jupiter, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Westborough | MA | 12/2015 | 06/2018 |
| The Patriot Financial Group | Westborough | MA | 12/2015 | 11/2023 |
| Securities America, Inc. | Westborough | MA | 06/2018 | 08/2022 |
| Bay Colony Advisors | Jupiter | FL | 11/2023 | Present |
***Gateways Position: Board member Nature: I am on the board of Gateways which is a non-profit in the metro-Boston area. Investment Related: No Hours: 5 Securities Trading Hours: 2 Start Date: 05/31/2018 Address: 333 Nahanton St, Newton MA 02459 ALTON TOWNHOUSE POSITION: Owner of the property NATURE: Buying an investment property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2020 ADDRESS: 5143 Beckman Terrace, Palm Beach Gardens FL 33418, United States DESCRIPTION: We will be having annual renters in the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
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