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105 Broadhollow Road, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Melville | NY | 06/2009 | 08/2019 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2019 | Present |
| The Wealth Alliance, Llc | Melville | NY | 08/2019 | Present |
1. Paul Camhi is dually-registered as an investment Advisor Representative with The Wealth Alliance, LLC ("WA" - since 09/2019) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS" - since 10/2019). Business is conducted from 105 Broadhollow Road, Melville, NY 11747. Approximately 90% of Mr. Camhi's time is for services as an Investment Advisor Representative with WA and the balance as a Registered Representative with PKS. WA and PKS are not affiliated. 2. Jericho Athletic Association. Not Investment Related. Jericho, NY. Youth Sports Organization. Board Member. Start 09/2016. 2 hours per month not during trading. Volunteer and help with local sports organization. 3. Camhi Family Irrevocable Trust. Investment Related. 72 Charlotte Places, Hartsdale NY 10530. Family Trust. Trustee. Start 6/2012. Less than 1 hour per month. Duties: Authorizing the annual income distributions from the trust and approving the annual tax return. 4. PKS Financial, Investment related, 80 State Street, Albany NY, 12207, Insurance Agency, Agent, 10/2019, 1 hr/1 trading hr per month, Fixed Insurance Sales 5. Southwest Annuities; investment related; 2650 McCormick Dr ste 200S., Clearwater, FL 33759; Insurance Agency; Agent; 1 hour/1 trading hour; Fixed Insurance Sales; 12/2022 6. BKA Financial; Investment Related; 24 West Water Street, Suite 200 Elmira, NY 14901; Insurance Agency; Agent; 01/2020; 2 hrs/mo; 2hrs during trading; Insurance Agent 7. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 09/09/24. 2 hrs/ month; all during trading hours. Provide advice to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-02 |
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