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Wilson, WY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-02-12 |
Branch Locations
Wilson, WY • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2023-08-31 |
Branch Locations
240 W. Broadway, Jackson, WY 83001 • United States
Bondurant, WY • 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 |
|---|---|---|---|---|
| Morin Private Client Group, Llc | Jackson Hole | WY | 01/2010 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2010 | Present |
| Cs Planning Corp. | Portland | OR | 08/2023 | Present |
1. MORIN PRIVATE CLIENT GROUP LLC, RIA, At registered location. INVESTMENT RELATED, 120HRS PER WEEK DURING TRADING HRS 2. PURSHE KAPLAN STERLING INVESTMENTS, Broker-dealer, investment related; 80 State Street, Albany, NY 12207, 120HRS PER WEEK DURING TRADING HRS 3. CS PLANNING. Portland OR. IAR of RIA firm. IAR. Investment related. RIA business managing assets on the fidelity platform. Start 8/30/2023. 25 hours/10 hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-21 |
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