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Braddock Heights, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-12 |
| VA | RA | APPROVED | 2021-01-26 |
Branch Locations
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 Investments | Albany | NY | 11/2015 | 12/2016 |
| Awareness Wealth Advisors | Braddock Heights | MD | 11/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-25 |
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