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10 North 4Th Street Suite 100, Youngwood, PA 15697 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-05-20 |
Branch Locations
10 North 4Th Street Suite 100, Youngwood, PA 15697 • 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 |
|---|---|---|---|---|
| Advice & Planning Services Llc | Greensburg | PA | 04/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2016 | Present |
1)Advice & Planning Services, LLC- Investment Related Business- 10 North 4th Street, Suite 100, Youngwood, PA 15697- Investment Advising- Owner, Chief Compliance Officer- May 2016 Start- 160 hrs/ month- 104 hrs during security trading hours- Complete financial planning and investment advisory services for individuals and business owners. 2) PKS Financial/Ash Brokerage. Investment Related. 80 State St, Albany, NY 12207. Insurance Products. Broker. 05/2017. 2 Hrs/Mo; 0 During Trading Hours. I will use Ash Brokerage for my Clients that need Insurance Products, Such as Life, Disability, or Long Term Care Coverage.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-06-15 |
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