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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-10-15 |
Branch Locations
555 South Pompano Parkway Suite #6, Pompano Beach, FL 33069 • United States
80 State Street, Albany, NY 12207 • 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 |
|---|---|---|---|---|
| H. Edward Jones, Cpa-Pa | Ft Lauderdale | FL | 01/1983 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2012 | Present |
| Pks Advisory Services, Llc | Albany | NY | 09/2012 | Present |
1. H EDWARD JONES CPA, 480 S. Cypress Rd, Suite 101, Pompano Beach, FL 33060, NON INVESTMENT RELATED, CPA, ACCOUNTING PRACTICE, 90HRPMNTH, OWNER, PREPARING INCOME TAXES, PROVIDING ACCOUNTING SERVICES. 2. PKS Advisory. Investment Related. 555 S. Powerline Road, Suite 8, Pompano Beach, FL 33069. IAR. Start 8/2012, 120 hours per month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-08 |
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