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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| NY | RA | APPROVED | 2021-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pks Advisory Services, Llc | Albany | NY | 02/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2016 | Present |
1. PKS Advisory Services-Investment related-80 State St, Albany, NY 12207-Investment Advisor-IAR-2/2016-160 hrs/mth-100% during trading hrs-Provides investment advice to clients. 2. PKS Financial Services Inc.-Investment related-80 State St, Albany, NY 12207-Insurance Agent-Agent-2/2016-160 hrs/mth-100% during trading hrs-Provides insurance advice to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-05 |
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