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675 Third Avenue Suite 920, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-29 |
| NY | RA | APPROVED | 2022-05-05 |
Branch Locations
675 Third Avenue Suite 920, New York, NY 10017 • United States
Jersey City, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athena Capital Advisors Llc | Lincoln | MA | 04/2016 | 06/2020 |
| Fiduciary Trust International, Llc | New York | NY | 12/2017 | 01/2022 |
| Franklin Distributors Llc | New York | NY | 04/2021 | 01/2022 |
| Ameritas Investment Corp, Llc | Lincoln | NE | 01/2022 | 02/2022 |
| Ameritas Advisory Services | Lincoln | NE | 01/2022 | 02/2022 |
| Lumiere Financial Group Llc | New York | NY | 01/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2022 | Present |
1) Independent Licensed Insurance Agent; Investment Related; Address: same as branch; 11/2022 ; Fixed Insurance 2) Tzvetelina Botchoukova; Not investment-related; Jersey City, NJ and West New York, NJ; Rentor/Residential Property Operator; Landlord; 7/2018 and 7/2020, respectively; less than 1 hour per month and during trading hours; manages residential real estate 3) Lumiere Financial Group LLC 2. Investment related - Yes 3. Registered Branch Office Location 4. RIA & Insurance Firm 5. 1/2026 Senior Managing & 2/2022 IAR 6. 01/2022 7. 160 Hours/Mo 120. 160 Hrs during trading hours 120. Compliance & Portfolio Management / Advisory Fees 4) Name: Purshe Kaplan Sterling Investments, Investment Related - Yes, Address: See Registered Branch Location, Nature: Broker Dealer, Position: Registered Representative, Start: 08/2022, Number of Hours/Mo: 3, Number of Hrs during trading hours: 3, Duties: Ms. Botchoukova is a registered representative of BD Purshe Kaplan Sterling Investments, member FINRA/SIPC. She may offer products and receive normal and customary commissions as a result of these transactions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-21 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-29 |
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