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2801 Main Street, Lawrenceville, NJ 08648 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-01 |
| NJ | RA | APPROVED | 2019-07-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Skillman | NJ | 08/2001 | 07/2019 |
| White Knight Strategic Wealth Advisors | Princeton | NJ | 07/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2019 | 12/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2019 | Present |
1) White Knight Strategic Wealth Advisors. Investment Related. 100 Canal Pointe Blvd, Suite 121, Princeton NJ 08540. RIA. IAR. Start 07/2019. 160 hours per month, 80 during trading. Manage client accounts on fee basis. 2) Real Estate Ownership. Not Investment Related. Princeton, NJ 08540. Business Ownership. 3) Big Blue Forever LLC. Not Investment Related. Lawrence Twp, NJ 08648. Rental Property. Condo. 03/2013. HRS/MO 1-9 with 0 during trading hours. 4) LFP LLC. Not Investment Related. Consulting. Executive Officer. 09/2016. HRS/MO 1-9 with 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. 5) Central Jersey Sikh Association. Not Investment Related. 116 North Main Street, Windsor NJ. Church. Sunday School Volunteer. Start 9/5/2014. 2 hours per week not during trading. Teach children about the history of Sikhs from Punjab. 6) PKS Financial. Not Investment Related. 00 Canal Pointe Blvd, Suite 121, Princeton NJ. Insurance. Agent. Start 7/19/2019. 1 hour per month during trading. Recommend insurance as needed for specific clients that have a need for protection.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-14 |
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