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3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-10 |
Branch Locations
Vero Beach, FL • United States
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
1 disclosure category 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 | Vero Beach | FL | 02/2009 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2009 | Present |
JOANNE LIAKOS - HACKENBURG HAS SERVED AS DUALLY-REGISTERED WITH SEACREST WEALTH MANAGEMENT AND PURSHE KAPLAN STERLING INVESTMENTS, INC. SINCE 02/2009. BUSINESS ACTIVITIES ARE CONDUCTED FROM VERO BEACH, FL. APPROXIMATELY 90 PERCENT OF MRS. LIAKOS-HACKENBURG'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE AND THE BALANCE AS A REGISTERED REPRESENTATIVE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-17 |
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