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384 Main Street, Chester, NJ 07930-2528 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-05-08 |
| TX | RA | APPROVED_RES | 2015-05-14 |
| NJ | RA | APPROVED | 2011-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Cfo Solutions Llc | Long Valley | NJ | 06/2011 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2015 | Present |
1) PERSONAL CFO SOLUTIONS LLC, CORPORATION,384 MAIN STREET, CHESTER, NJ 07930; RIA; INVESTMENT RELATED, MANAGING DIRECTOR; 33 1/3% OWNERSHIP; 50+HOURS/WEEK. MANAGING DIRECTOR-SERVICE CLIENTS AND RUN THE BUSINESS. 2)PKS FINANCIAL, 80 STATE ST, ALBANY, NY 12207. INVESTMENT RELATED, INDEPENDENT INSURANCE AGENT, 2/2015-PRESENT. 10 HRS/MONTH, 10 HRS/MONTH DURING TRADING. WORK WITH CLIENTS TO ADDRESS INSURANCE NEEDS. 3)KENS DRIVING SCHOOL; NOT INVESTMENT RELATED; 35 WELLINGTON DRIVE LONG VALLEY, NJ 07853; DRIVING INSTRUCTION; PARTNER; 01/2018; 2 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; ACCOUNTING 4)ELITE APPRAISALS; NOT INVESTMENT RELATED; 35 WELLINGTON DRIVE LONG VALLEY, NJ 07853; REAL ESTATE APPRAISAL; NO POSITION, WIFE IS OWNER; 01/2018; 0 HOURS/MONTH; NO DUTIES 5) Fixed Insurance; Investment Related - Yes; At registered location; Agent; Fixed Insurance/Annuity; 2/2015; 10 hrs; 10 hrs; Work with Clients to address insurance needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-14 |
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