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1055 Westlakes Drive Suite 150, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-29 |
| PA | RA | APPROVED | 2008-02-29 |
Branch Locations
1055 Westlakes Drive Suite 150, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Investment Advisors | Berwyn | PA | 02/2007 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2011 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) NOTARY PUBLIC, 1055 WESTLAKES DR, STE 150, BERWYN, PA 19312 BEGAN 8/7/03. INVESTMENT RELATED. I PRIMARILY NOTARIZE DOCUMENTS FOR CLIENTS OF STERLING INVESTMENT ADVISORS, LTD. NON-PROFIT. DEVOTES 1 HR/MNTH AND 1 HR/MNTH DURING TRADING HRS. 3. STERLING INVESTMENT ADVISORS, RIA, INVESTMENT RELATED, 1055 WESTLAKES DR STE 150 BERWYN PA 19312, 02/2007, OPERATIONAL ACTIVITIES FOR INVESTMENT ADVISING BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-04 |
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