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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-03 |
Branch Locations
80 State Street, Albany, NY 12207 • United States
Loudonville, NY • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2012 | Present |
| Pks Advisory Services | Albany | NY | 09/2012 | Present |
1) PKS ADVISORY; INVESTMENT RELATED; 80 State St, ALBANY, NY 12207; RIA; IAR; START DATE: 9/2012; APPROX 160 HRS/MO 2) PKS FINANCIAL SERVICES; INVESTMENT RELATED; 80 State St, ALBANY, NY 12207; 9/17/2012-PRESENT AGENT, FIXED INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-27 |
| S66 | Uniform Combined State Law Examination | 2001-01-10 |
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