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Blue Bell, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-30 |
| FL | RA | APPROVED | 2026-03-30 |
| NJ | RA | APPROVED | 2026-03-30 |
| CT | RA | APPROVED | 2023-07-21 |
| MA | RA | APPROVED | 2023-07-18 |
| TX | RA | APPROVED_RES | 2023-07-17 |
| NY | RA | APPROVED | 2023-07-13 |
| PA | RA | APPROVED | 2023-07-13 |
Branch Locations
Ridgefield, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-24 |
| CT | RA | APPROVED | 2022-04-23 |
| TX | RA | APPROVED | 2022-04-23 |
Branch Locations
Ridgefield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 10/1993 | 06/2021 |
| Unemployed | Boston | MA | 06/2021 | 01/2022 |
| Purkiss Capital Advisors, Llc | Ridgefield | CT | 01/2022 | Present |
| Scarsdale Investment Group, Ltd | Blue Bell | PA | 07/2023 | Present |
Since January 2022, Mr. Walsh has been a Senior Advisor and Fixed Income Specialist with Purkiss Capital Advisors, LLC, a registered investment adviser located at 62 Barry Avenue, Ridgefield, CT 06877. This is a full-time, investment-related position, for which Mr. Walsh serves as an investment adviser representative for approximately 6.5 hours each work day during securities trading hours, and approximately 40 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-07 |
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