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Current Employers
Excalibur Management Corp

Bay Colony Corporate Center 950 Winter Street North, Suite 4100, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-10
MA RA APPROVED 1994-04-14
  • TX RA
    APPROVED
    Since 2025-12-10
  • MA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Excalibur Management Corp Waltham MA 01/1993 Present
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-27
S63 Uniform Securities Agent State Law Examination 1985-05-17
  • S65 Uniform Investment Adviser Law Examination
    1995-02-27
  • S63 Uniform Securities Agent State Law Examination
    1985-05-17

View on SEC IAPD

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