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3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-02 |
| NY | RA | APPROVED | 2021-09-03 |
Branch Locations
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
195 Broadway Suite 402, Brooklyn, NY 11211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest Wealth Management, Llc | Brooklyn | NY | 04/2015 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2015 | Present |
1) CARLOS MEJIA IS DUALLY-REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH SEACREST WEALTH MANAGEMENT, LLC - SINCE 04/2015) AND AS A REGISTERED REPRESENTATIVE WITH PURSHE KAPLAN STERLING INVESTMENTS, INC. (PKS" - SINCE 06/2015). BUSINESS IS CONDUCTED FROM 3010 WESTCHESTER AVENUE, SUITE 307, PURCHASE, NY 10577. APPROXIMATELY 90% OF MR. MEJIA'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE. SWM AND PKS ARE NOT AFFILIATED. 2) CRUMP LIFE INSURANCE SERVICES. INVESTMENT RELATED. 195 Broadway, Suite 402. Brooklyn NY 11211. GENERAL INSURANCE AGENT. LIFE INSURANCE AGENT. 04/2015. 10 HOURS PER MONTH, 2 DURING TRADING. PROVIDE INSURANCE SOLUTIONS ONLY TO PROSPECTIVE AND CURRENT CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-27 |
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