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105 Broadhollow Road, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wealth Alliance, Llc | Melville | NY | 10/2024 | Present |
| Fedex Ground | Binghamton | NY | 09/2023 | 05/2024 |
| Edge Case Capital Partners | Palo Alto | CA | 05/2023 | 09/2023 |
| The Shores Beach Club | Atlantic Beach | NY | 05/2018 | 09/2022 |
| Sunny Atlantic Beach Club | Atlantic Beach | NY | 05/2017 | 09/2017 |
| Suny Binghamton | Binghamton | NY | 08/2019 | 05/2024 |
| Student | Rockville Centre | NY | 10/2014 | 05/2019 |
| Unemployed | Rockville Centre | NY | 06/2024 | 09/2024 |
| Purshe Kaplan Sterling Investments, Inc. | Melville | NY | 10/2024 | Present |
1) Gregory J. Lethbridge is dually affiliated as an investment advisor representative of The Wealth Alliance, LLC ("WA") and as a non-producing associate with Purshe Kaplan Sterling Investments, Inc. ("PKS"). Business is conducted from 105 Broadhollow Road, Melville, NY, 11747. Approximately 90% of Mr. Lethbridge's time is dedicated to activities as an investment advisor representative of WA, with the balance as a non-producing associate with PKS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-15 |
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