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74-900 Highway 111 Suite 112, Indian Wells, CA 92210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-17 |
| TX | RA | APPROVED | 2017-07-17 |
Branch Locations
74-900 Highway 111, Suite 112, Indian Wells, CA 92210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Wealth Management, Inc. | Marina Del Rey | CA | 07/2009 | 07/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2010 | Present |
| Hmm Group, Llc Dba M Premier Partners | Indian Wells | CA | 07/2017 | Present |
1)HMM Group LLC d/b/a M Premier Partners, RIA, 1.74-900 Highway 111, Suite 112, Indian Wells, CA 92210, INVESTMENTS, 7/2017 TO PRESENT, 50HRS WEEK, INVESTMENT ADVISOR 2)PKS FINANCIAL SERVICES; INVESTMENT RELATED 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS START DATE: 8/27/12 3) Lockton Affinity. Investment related-74245 Highway 111, Suite 201, Palm Desert, CA 92260-Insurance agency-Independent insurance agent-5/2016-4 hrs/mth-100% during trading hrs-Sale of life insurance products, fixed annuities and fixed life insurance. 4) Successor Trustee. Not Investment Related. At registered location. Successor Trustee. Trustee. 1/3/2024. 5 hrs/month with 0 during trading hours. Distribute to beneficiaries after tax return has been filed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-07 |
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