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22 Deer Street Suite 200, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2015-06-23 |
Branch Locations
22 Deer Street Suite 200, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2015 | 07/2025 |
| Granite Bay Wealth Management, Llc | Portsmouth | NH | 06/2015 | Present |
1) PKSF -Investment related-80 State St, Albany, NY 12211-Fixed insurance-Agent-6/15/2015-160 hrs/mth-0 during trading hrs-Insurance product sales 2) Town of Greenland, NH; Not Investment Related; 11 Town Square, Greenland NH; Town Government; Selectman; 3/14/2023; 10 hrs/mo; 0 during trading; On Town Board. Approve Budgets and Regulations. 3) BNI Seacoast. Not investment-related. Located at 59 Portsmouth Ave, Exeter, NH 03833. Referral Group. President. Start: 10/2022. 8 hr/month; none during trading hours. Run BNI chapter meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-28 |
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