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86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED_RES | 2015-10-24 |
| MA | RA | APPROVED | 2010-01-28 |
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 D/B/A Bay Colony Advisors | Concord | MA | 12/2009 | 12/2024 |
| Bay Colony Advisory Group, Inc | Concord | MA | 06/2000 | Present |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | Concord | MA | 12/2009 | Present |
1. Inlet Group, LLC, Not Investment Related, BCH FL, Real Estate Rental and Property Management, Co Owner, 03/2013, 4 hrs/Month spent on this activity. 2. Portico Properties, LLC, Not Investment Related, BCH FL, Real Estate Rental, Development and Property Management, Co Owner, 09/2012, 4 Hrs/Month spent on this activity. 3. Independent Insurance Agent, 8 Hrs/Month spent on this activity. Investment Related. 4. Finance Committee Member of St. Julia Parish, Weston MA, 1 hr/Quarter spent on this activity. Investment Related. 5. Independent, Individual rental income, 1 hr/month spent on this activity. Not Investment Related. 6. Tegus - Consultant. 10/2022 to Present. Not Investment Related. 200 N. LaSalle Street, Suite 1100, Chicago, IL 60601. Duties include answering questions and giving reliable but non-specific information about the investment adviser industry and his registered investment adviser firm to be used anonymously on the Tegus Platform for subscribers to use. 1 hr./month spent on this activity with compensation. 7. Equine Legends LLC - 9/2024 to Present. Not Investment Related. Managing Member, Duties include: management of the operations of thoroughbred breeding in Lexington Kentucky. 4 hour/ month spent on this activity with compensation. 8. True Origin LLC - 1/2025 to Present. Not Investment Related. Co-Founder. Duties include strategic planning for the company. Nature of the business is search engine optimization. 2 hours/week spent on this activity. 15 Timber Ledge Drive, Holliston, MA 01742.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-09 |
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