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22 Deer Street Suite 200, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED | 2015-06-24 |
| NH | RA | APPROVED | 2015-06-23 |
Branch Locations
22 Deer Street Suite 200, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2015 | 07/2025 |
| Granite Bay Wealth Management, Llc | Portsmouth | NH | 06/2015 | Present |
1. NOTARY PUBLIC; NOT INVESTMENT RELATED;500 MARKET ST, UNIT 1B, PORTSMOUTH, NH 03801, STATE OF NEW HAMPSHIRE; NOTARIZE DOCUMENTS; START DATE = 06/07/2006; LESS THAN ONE HOUR PER MONTH DEVOTED, LESS THAN ONE HOUR DEVOTED DURING TRADING HOURS, DUTIES: NOTARIZE DOCUMENTS. 2. PKSF - Investment related-80 State St, Albany, NY 12207-Fixed insurance-Agent-6/15/2015-160 hrs/mth-100% during trading hrs-Insurance product sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-11 |
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