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3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2011-05-12 |
Branch Locations
3255 Hillcrest Park Drive Suite 108, Medford, OR 97504 • United States
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling | Albany | NY | 03/2009 | Present |
| Seacrest Wealth Management, Llc | Purchase | NY | 03/2009 | Present |
1) SEACREST WEALTH MANAGEMENT; INVESTMENT RELATED; START DATE MARCH 2009; 120 HOURS PER MONTH; MOSTLY DURING MARKET HOURS; REGISTERED INVESTMENT ADVISOR; LOCATED AT 3255 HILLCREST PARK DRIVE, SUITE 108, MEDFORD, OR 97504
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-29 |
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