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74900 Us Highway 111 Ste 224, Indian Wells, CA 92210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-05-18 |
Branch Locations
74900 Us Highway 111 Ste 224, Indian Wells, CA 92210 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Maclean Capital Advisors | Indian Wells | CA | 07/2011 | Present |
| Purshe Kaplan Sterling Investments | Indian Wells | CA | 07/2011 | Present |
1. MACLEAN CAPITAL ADVISORS LLC, RIA, 74900 HIGHWAY 111, STE 224, INDIAN WELLS CA 92210, PRESIDENT, OWNER, 160HRS P MONTH, PROVIDE INVESTMENT ADVISE TO CLIENTS REGARDING INVESTMENT PORTFOLIOS. 2. INDEPENDENT INSURANCE SALES FOR VARIOUS CARRIERS. 3. PKS FINANCIAL SERVICES; INVESTMENT RELATED; 80 STATE ST, ALBANY, NY 12207; 7/1/2011-PRESENT AGENT, FIXED INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-14 |
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