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300 Harding Blvd #115, Roseville, CA 95678 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED_RES | 2025-04-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Retirement Group Of Sacramento | Roseville | CA | 09/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2013 | Present |
1) Sterling Retirement Group of Sacramento. RIA. INVESTMENT RELATED. 300 HARDING BLVD. #115, ROSEVILLE, CA 95678. FINANCIAL SERVICES. OWNER AND IAR. 09/2013. 80 HRS/MO. INVESTMENT ADVISOR AND COMPANY OPERATION. 2) LIFE, DISABILITY AND LONG TERM CARE INSURANCE. Not Investment Related.300 Harding Blvd, #115, Roseville CA. Insurance. Agent. 25 hours per week. Various Health Insurance Companies. 3) PKS FINANCIAL. Not Investment Related. 80 State St, Albany, NY 12207. Life insurance & fixed annuities. Salesman. Start 9/2013. 15 hrs/mth-0 during trading hrs. Sells life insurance or fixed products through PKS Financial. 4) RENTAL PROPERTY. Not Investment Related. 2330 N Cold Creek Ave, Star ID. Rental. Home Owner. 1 hour per month not during trading. Start 2/24/2022. Rental house in Idaho, pay property manager to maintain property. Name of the other business: Jacko Law Group Investment-related: Yes Address: California Nature of the business: Private fund/investments Position, title, or relationship with the other business: Managing partner Start date: 03/2024 Approximate hours/month: 5 Hours during securities trading hours: 5 Duties: manager of the fund
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-01 |
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