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1055 Westlakes Drive Suite 150, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-24 |
| PA | RA | APPROVED | 2006-05-31 |
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 Ltd. | Berwyn | PA | 02/2000 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2011 | Present |
1.STERLING INVESTMENT ADVISORS, PRESIDENT, INVESTMENT RELATED, 1055 WESTLAKES DR BERWYN PA 19312, PROVIDES INVESTMENT ADVISE. 02/2000. 2. MUSICIAN, NOT INVESTMENT RELATED.FARRELL & FLATLEY,2010, DREXEL HILL PA 19026. 3. INSURANCE BROKER, INDEPENDENT AGENT, 02/2000, LIFE AND DISABILITY. 4. IRISH AMERICAN BUSINESS CHAMBER & NETWORK; NOT INVESTMENT RELATED; 6815 EMLEN STREET, PHILADELPHIA, PA 19119; BUSINESS NETWORK; COMMITTEE MEMBER; START DATE: 06/2011; APPROX 3 HRS/MO; PROMOTE MEMBERSHIP IN CHAMBER 5. IRISH AMERICAN BUSINESS CHAMBER NETWORK, NOT INVESTMENT RELATED, 6815 EMLEN STREET, PHILADELPHIA, PA 19119. 8/2015-PRESENT, CHAIRMAN OF NETWORKING GROUP, 5 HOURS/MONTH, 3 HOURS/MONTH DURING TRADING. ENCOURAGING NETWORK MEMBERSHIP AND ATTENDING EVENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-21 |
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