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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-06-15 |
Branch Locations
80 State Street, Albany, NY 12207 • United States
1801 N. Opdyke Road, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan Securities, Inc | Southfield | MI | 07/2000 | 06/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2020 | Present |
| Pks Advisory Services, Llc | Albany | NY | 06/2020 | Present |
1) PKS Advisory Services LLC DBA Michigan Securities. Investment related. 80 State Street, Albany NY 12207. RIA. IAR. 6/2020. 160 hrs/mnth. 160 hrs/ trading hrs. Provide investment advice. 2) PKSF. Investment related. 80 State Street, Albany NY 12207. Insurance. Insurance Agent. 06/2020. 30 hrs/mnth. 30 hrs/ trading hrs. Provide insurance advice. 3) Fixed annuity/life sales & servicing. Investment related. 21415 Civic Center Dr. #200 Southfield, MI 48076. Annuity sales & servicing. Agent. 06/1990. 5-10 hrs/mnth. 5-10 hrs/ trading hrs. Sales & servicing of fixed/traditional annuities/life. 4) Boy Scout Troop 1491. Not investment related. Address N/A. Boy Scouts. Treasurer. 11/2019. 2-3 hrs/mnth. 0 hrs/ trading hrs. Maintain troop account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-17 |
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