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Current Employers
White Knight Strategic Wealth Advisors, Llc

2801 Main Street, Lawrenceville, NJ 08648 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-01
NJ RA APPROVED 2019-07-22
  • TX RA
    APPROVED_RES
    Since 2020-04-01
  • NJ RA
    APPROVED
    Since 2019-07-22

Branch Locations

2801 Main Street, Lawrenceville, NJ 08648 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2001 → 07/2019
    Ameriprise Financial Services, Inc.
    Skillman, NJ
  • 07/2019 → Present
    White Knight Strategic Wealth Advisors
    Princeton, NJ
  • 07/2019 → 12/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2019 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-14
  • S66 Uniform Combined State Law Examination
    2001-09-14
Designations

View on SEC IAPD

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