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3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-07 |
Branch Locations
3255 Hillcrest Park Drive Suite 109, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest Wealth Management, Llc | Medford | OR | 03/2009 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2009 | Present |
JEANNE MCVEIGH IS DUALLY-REGISTERED WITH SEACREST WEALTH MANAGEMENT, LLC AND PURSHE KAPLAN STERLING INVESTMENTS. JEANNE MCVEIGH HAS BEEN EMPLOYED BY SEACREST WEALTH MANAGEMENT, LLC SINCE 03/2009 AND A REGISTERED REPRESENTATIVE WITH PURSHE KAPLAN STERLING INVESTMENTS SINCE 03/2009. BUSINESS IS CONDUCTED FROM MEDFORD, OR. APPROXIMATELY 90% OF JEANNE MCVEIGH'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE AND THE BALANCE AS A REGISTERED REPRESENTATIVE. KOHLS DEPARTMENT STORE, 1900 N. RIVERSIDE AVE, MEDFORD, OR 97501. NOT INVESTMENT RELATED, SEASONAL SALES ASSOCIATE, 11/2015. LESS THAN 80 HRS/MONTH, NONE DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-27 |
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