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86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-29 |
Branch Locations
86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 06/2015 | 12/2016 |
| Wealth Impact Partners | Wellesley Hills | MA | 08/2010 | 12/2016 |
| Lpl Financial Llc | Westborough | MA | 01/2017 | 06/2018 |
| The Patriot Financial Group, Llc | Westborough | MA | 01/2017 | 11/2023 |
| Securities America, Inc. | Westborough | MA | 06/2018 | 08/2022 |
| Bay Colony Advisors | Concord | MA | 11/2023 | Present |
1) LEGACY WEALTH MANAGEMENT - DBA 2) THE PATRIOT FINANCIAL GROUP - DBA 3) INSURANCE AGENT - 4/2025 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND 20% OF TIME ON THIS ACTIVITY. PATRIOT FINANCIAL GROUP POSITION: Financial Advisor NATURE: Patriot Financial Group is our OSJ. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2017 ADDRESS: 182 Turnpike Road, Suite 200, Westborough MA 01581 DESCRIPTION: Financial planning, fund analysis. DBA - Legacy Financial
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-18 |
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