Best Investors
Account
Sign in
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 | 1994-04-14 |
Branch Locations
Bay Colony Corporate Center 950 Winter Street North, Suite 4100, Waltham, MA 02451 • United States
South Hadley, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Excalibur Management Corp | Waltham | MA | 01/1993 | Present |
NAME OF OBA: PINE GROVE CONDOMINIUM ASSOCIATION; ADDRESS OF OBA: SOUTH HADLEY, MA 01075; NATURE OF OBA: CONDOMINIUM ASSOCIATION; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: MEMBER OF THE BOARD; DUTIES: ADVISORY BOARD; START DATE: 12/01/2022; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-17 |
Reach out to this advisor