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150 E Palmetto Park Road Suite 800, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-27 |
| PA | RA | APPROVED | 2019-11-27 |
Branch Locations
150 E Palmetto Park Road Suite 800, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Malvern | PA | 08/2013 | 11/2019 |
| Semus Wealth Partners, Llc | Malvern | PA | 11/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2020 | Present |
Semus Wealth Partners LLC - Investment related - 647 Swedesford Road Malvern PA 19355 - RIA - CEO, Private Wealth Advisor - 11/26/2019 - 144 Hours a month - 16 trading hours a month - investment management and financial planning PKS Financial - Investment Related - 80 State St, Albany, NY 12207 - Broker Dealer for Variable annuities and insurance (fixed and variable) - Financial Advisor - 3/2020 - 4 hours a month - 144 trading hurs a month - insurance planning fixed and variable.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-27 |
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