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86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-04-17 |
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 |
|---|---|---|---|---|
| Sgb & Associates | Portland | ME | 10/2019 | Present |
| Bay Colony Advisors | Portland | ME | 03/2024 | Present |
| The Kessler Group | Boston | MA | 01/2011 | 10/2019 |
1) JMB GROUP, LLC - OWNER. NON-INVESTMENT RELATED, PRIVATE RESIDENCE, PORTLAND MAINE 04103, COMMERCIAL REAL ESTATE COMPANY. 5-10 HOURS DEVOTED TO THIS ACTIVITY PER MONTH, 1 HR DEVOTED PER MONTH DURING SECURITIES TRADING HOURS. DUTIES INCLUDE GENERAL ADVISORY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
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