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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| NY | RA | APPROVED | 2021-04-08 |
Branch Locations
3 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 |
|---|---|---|---|---|
| The Ayco Company L.P. | Latham | NY | 01/2008 | 03/2017 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 08/2017 | Present |
| Pks Advisory Services, Llc | Albany | NY | 08/2017 | Present |
| Unemployed | Rensselaer | NY | 04/2017 | 08/2017 |
1. PKS Advisory Services, LLC. Investment Related. 80 State St, Albany, NY 12207. Advisory/RIA. IAR. 08/2017. 160 Hrs/Mo; All During Trading Hours. Advisory Services. 2. PKS Financial Services. Investment Related. 80 State St, Albany, NY 12207. Fixed Insurance. Agent. 08/2017. 5 Hrs/Mo; All During Trading Hours. Offer Fixed Insurance Solutions to Clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-09 |
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