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586 Main St, Dennis, MA 02638 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-14 |
| FL | RA | APPROVED | 2007-11-19 |
| MA | RA | APPROVED | 2007-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pearson Financial Services | Dennis | MA | 02/1999 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2005 | Present |
1. PEARSON FINANCIAL SERVICES. Investment Related. 586 Main Street, Box 2041, Dennis MA 02638. RIA. Financial Planning. Start 6/1999. 40 hours per week, 30 during trading. 2. Insurance. Not Investment Related. 586 Main Street, Box 2041, Dennis MA 02638. Insurance. Agent. Start 1/1/2020. 1 hour per month during trading. If a client has a need for insurance, i will pass along his contact info for them to speak to William Goldsmith who specializes in insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-02 |
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