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73575 El Paseo Suite 2300, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-18 |
Branch Locations
73575 El Paseo Suite 2300, Palm Desert, CA 92260 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 04/2014 | 03/2021 |
| Integrated Wealth Management, Inc. | Palm Desert | CA | 04/2014 | 07/2017 |
| Cypress Wealth Services, Llc | Palm Desert | CA | 06/2017 | 11/2020 |
| Keystone Wealth Services, Llc Dba Keystone Private Wealth | Palm Desert | CA | 05/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | Present |
Keystone DBA Keystone Private Wealth - Investment Related - 73575 El Paseo, Ste 2300, Palm Desrt CA - RIA - Partner - 07/2019 - 100MOs, 80 trading Hrs. - RIA II Cornerstone Wealth Services - Not Investment Related - 41865 Yucca Lane, Bermuda Dunes CA - Back offcie support CO. Partner - 07/2019 - 5hrs/mos, 0 trading hrs. - Company that offers back office support. II Core Income; Investment Related; 5940 Golden Hills Drive, Minneapolis, MN 55416; Insurance; Insurance Partner; 7/1/2021; 1hr/mo; 1 hr during trading; Core Income helps shop the insurance market for clients. They provide solutions to simple and complex insurance needs for our clients. II Caress Insurance Agency Inc; Non-Investment Related; 79461 Bermuda Dunes Dr., Bermuda Dunes, CA 92203; Medicare Insurance Supplemental Plans; Title -- Independent Insurance Professional; Start - 8/2021; 2 Hrs/Mth; 0 During Securities Trading Hrs; Provide Options For Supplemental Medicare Insurance Coverage II HOA Invest; Investment Related; 73575 El Paseo, Ste 2300, Palm Desert CA 92260; HOA Software; Advisor; 10/2023; 10 hrs/mo; 10 hrs during trading; California laws AB2912 and 1100 recently enacted for all HOAs in the state. HOA Invest provides a software solution for signed recommendations from treasurer/board members regarding the purchase of Tbills and CDs. Investment Advisor, dully registered, with Keystone Private Wealth and HOA Invest. Manage investments for home owner and various property associations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-22 |
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