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11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-31 |
| TX | RA | APPROVED | 2017-07-28 |
Branch Locations
11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bakersfield | CA | 08/2015 | 07/2017 |
| Entruity Wealth, Llc | Bakersfield | CA | 07/2017 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Bakersfield | CA | 07/2017 | 05/2018 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2020 | Present |
1) Entruity Wealth, LLC. Investment Related. 11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311. RIA, President & CIO. Start 7/2017. 175hrs/mo, all during trading hours. Client Advisory, portfolio management, relationship management, financial planning. 2) Fixed Insurance. Non-Investment Related. 11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311. Fixed Insurance Agent. Start 7/2017. 4hrs/mo, all during trading hours. Fixed Insurance 3) PKS Investments. Investment Related. 80 State St, Albany, NY 12207. Registered Representative. Agent. 07/2017. 4 Hrs/Mo; All During Trading Hours. Fixed Insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-23 |
| S66 | Uniform Combined State Law Examination | 2015-06-25 |
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