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86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-27 |
| FL | RA | APPROVED | 2023-09-26 |
Branch Locations
86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
1615 S. Congress Avenue Suite 103, Delray Beach, FL 33445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boston | MA | 12/1997 | 11/2016 |
| Mutual Securities, Inc | Camarillo | CA | 11/2016 | 12/2019 |
| Claro Advisors, Llc | Boston | MA | 11/2016 | 09/2023 |
| Bay Colony Advisors | Delray Beach | FL | 09/2023 | Present |
1. Infinity Group, Inc., S Corp., Start Date: 11/01/97, 75 Arlington Street, Suite 500, Boston, MA 02116, Marketing DBA, President and Treasurer, Investment Related, 0-1 hours per month, 0-1 hours per day during trading hours. 2. Independent Insurance Agent, Sole proprietor, Start Date: 11/01/78, 75 Arlington Street, Suite 500, Boston, MA 02116, Insurance Agency/Agent of Life Insurance, Not Investment Related, 0-1 hours per month, 0-1 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-18 |
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