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403 Virginia Avenue, Clarksville, VA 23927 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2015-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Clarksville | VA | 11/2015 | 11/2018 |
| Kristine A. Boelte & Associates, Llc | Clarksville | VA | 11/2015 | Present |
| Skb Properties | Clarksville | VA | 01/2013 | 12/2024 |
| Absolute Contracting And Development | Clarksville | VA | 11/2004 | 12/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2019 | Present |
(1) BOELTE O'HARA WEALTH MANAGEMENT. Investment Related. Same as branch address. Financial Services/Planning. Partner. Start 2/8/2021 Investment Related. 80 Hours/80 Hours. (2) FIXED INSURANCE. Not Investment Related. Same as branch address. Insurance. Agent. Start 1/2/2019. 10 hrs/mo during trading hours. Provide clients with fixed insurance advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-30 |
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