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86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-01-06 |
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 |
|---|---|---|---|---|
| Bay Colony Advisory Group, Inc. | Concord | MA | 12/2013 | 01/2021 |
| Bay Colony Advisory Group, Inc. | Concord | MA | 01/2021 | Present |
1) PJB Financial Solutions, Inc., Investment Related. Offers insurance products, consulting and services to clients and prospects. She also offers outside PR consulting and event planning services to companies and non-profit organizations. She sells fixed annuity products for commission. Independent Insurance Agent & Owner, Start date: 3/2021 to Present. Approximately 1 hour/week spent on this activity. 2) Insurance Agent - Investment Related. Start date: 3/2021 to Present. Duties include: offering insurance products and services to clients and prospects. 13 hours devoted to this duty per month & 10 hours/month during securities trading hours. CONCORD, MA, USA, 01742
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-31 |
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