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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-12 |
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 |
|---|---|---|---|---|
| Michigan Securities, Inc. | Southfield | MI | 08/2004 | 06/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2020 | Present |
| Pks Advisory Services | Mt. Clemens | MI | 01/2024 | Present |
Woehler Financial Group. Investment related. 62 Cherry St. Mt. Clemens, MI 48043. fixed insurance. agent. 11/2004. 160 hrs/mnth. 160 hrs/trading hrs. No compensation is earned or paid to Woehler Financial Group. Agent and paid directly to me. PKSF. Investment related. 80 State Street, Albany NY 12207. Insurance. Insurance Agent. 6/2020. 30 hrs/mnth. 30 hrs/ trading hrs. Provide insurance advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-24 |
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