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20 Corporate Woods Blvd.. Suite 400, Albany, NY 12211-2396 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-21 |
Branch Locations
20 Corporate Woods Blvd.. Suite 400, Albany, NY 12211-2396 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2007 | 04/2021 |
| Pks Advisory Services, Llc | Albany | NY | 09/2007 | 04/2021 |
| Albanyadvisor Group. Llc | Albany | NY | 10/2021 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2021 | Present |
| Not Employed | Albany | NY | 05/2021 | 07/2021 |
1) Albany Advisory Group. Investment Related. 20 Corporate Woods Blvd, Suite 400, Albany NY 12211. RIA. COO/CCO. Start 6/2021. 160 hours per month, 130 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-10 |
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