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Bay Colony Corporate Center 950 Winter Street North, Suite 4100, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-10 |
| MA | RA | APPROVED | 2003-05-29 |
Branch Locations
Bay Colony Corporate Center 950 Winter Street North, Suite 4100, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Excalibur Management Corp | Waltham | MA | 03/2003 | Present |
NAME OF OBA: SPECTRUM FOR LIVING ENDOWMENT ADDRESS OF OBA: RIVER VALE, NJ 07675 NATURE: NON-PROFIT ORGANIZATION FOR PERSONS WITH DEVELOPMENTAL DISABILITIES INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: BOARD MEMBER DUTIES: MEET/DISCUSS ENDOWMENT AS RELATES TO SUPPORT SPECTRUM FOR LIVING DEVELOPMENT, WHICH SUPPORT APPROXIMATELY 500 HANDICAPPED ADULTS IN NEW JERSEY START DATE: 05/15/2019 APPROX. NUMBER OF HOURS/MONTH: 1 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-15 |
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