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3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2011-05-12 |
Branch Locations
3255 Hillcrest Park Drive Suite 108, Medford, OR 97504 • United States
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest Wealth Management, Llc | Purchase | NY | 03/2009 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 03/2009 | Present |
| Agh Inc. D/B/A Ashland Greenhouses | Ashland | OR | 01/2007 | Present |
1) SEACREST WEALTH MANAGEMENT; INVESTMENT RELATED; START DATE MARCH 27, 2009; 120 HOURS/ MONTH MOSTLY DURING TRADING HOURS; REGISTERED INVESTMENT ADVISOR; LOCATED AT 3255 HILLCREST PARK DRIVE, SUITE 108, MEDFORD OR 97054 2) AGH INC D/B/A ASHLAND GREENHOUSES; OWNER; NOT INVESTMENT-RELATED; LOCATED AT 650 EAST ASHLAND, OR 97530; GREENHOUSE FARM; START DATE 1/2007 -PRESENT; 40 HOURS/ MONTH DEVOTED TO BUSINESS; 0 HOURS DURING TRADING HOURS; GENERAL MAINTENANCE 3) PKS FINANCIAL SERVICES; INVESTMENT RELATED; 80 STATE ST, ALBANY, NY 12207; 3/27/2009-PRESENT; AGENT, FIXED INSURANCE SALES 4) Gravel Hugger LLC. Non-Investment Related. 650 E Ashland Lane, OR 97520. Event Promotion. Owner. 01/05/2026. 5. 0 during securities trading hours. I host cycling events/races.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-29 |
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