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3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-11-05 |
Branch Locations
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest Wealth Management | San Fransisco | CA | 08/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2013 | Present |
1) SEACREST WEALTH MANAGEMENT. RIA, INVESTMENT RELATED. FEE BASED ONLY BUSINESS. INDEPENDENT CONTRACTOR, WEALTH ADVISOR. 08/2013. 160 HRS/MO. 505 Montgomery Street, 11th Floor, San Francisco, CA 94111 and 638 Elderberry Dr. Milpitas CA 95035
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-10 |
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