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200 Great Oaks Blvd Suite 219, Albany, NY 12203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-09 |
| TX | RA | APPROVED_RES | 2021-08-19 |
Branch Locations
200 Great Oaks Blvd Suite 219, Albany, NY 12203 • United States
Altamont, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2016 | Present |
| Allsquare Wealth Management, Llc | Albany | NY | 07/2016 | Present |
(1) AllSquare Wealth Management, LLC-Investment related-200 Great Oaks Blvd., Suite 219, Albany, NY 12203-Senior Financial Advisor-7/2016-160 hrs/mth-137 during trading hrs (2) Liberty ARC-Investment related-34 Liberty Dr, Amsterdam, NY 12010-Charitable Organization-Board member, finance committee member-3/20/2013-5 hrs/mth-0 during trading hrs-Attends board meetings, one per month (3)Brett Harris, Independent Insurance Agent-Not investment related-200 Great Oaks Blvd, Ste 219, Albany, NY 12203-Fixed insurance product sales-Independent insurance agent-5/2008-5 hrs/mth-100% during trading hrs-recommends fixed insurance products to clients, acts as an agent on sale.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-19 |
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