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Joseph Dylan Marsh

Pks Advisory Services, LLC

Albany, NY

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Current Employers
Pks Advisory Services, Llc

80 State Street, Albany, NY 12207 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-19
  • NY RA
    APPROVED
    Since 2025-11-19

Branch Locations

80 State Street, Albany, NY 12207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pks Investments Albany NY 05/2022 06/2025
Fischer Investments Rochester NY 02/2023 05/2023
Five Below Latham NY 12/2020 08/2021
Plato's Closet Albany NY 05/2018 08/2021
Umemployed Schenectady NY 06/2015 04/2018
Pks Investments Albany NY 06/2025 Present
St. John Fisher University Rochester NY 08/2020 05/2024
  • 05/2022 → 06/2025
    Pks Investments
    Albany, NY
  • 02/2023 → 05/2023
    Fischer Investments
    Rochester, NY
  • 12/2020 → 08/2021
    Five Below
    Latham, NY
  • 05/2018 → 08/2021
    Plato's Closet
    Albany, NY
  • 06/2015 → 04/2018
    Umemployed
    Schenectady, NY
  • 06/2025 → Present
    Pks Investments
    Albany, NY
  • 08/2020 → 05/2024
    St. John Fisher University
    Rochester, NY
Other Businesses

1. PKS Advisory Services, LLC. Investment Related. At Registered Location. RIA. IAR. 6/2025. 1. All During Trading Hours. Non-Producing IAR.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-18
  • S66 Uniform Combined State Law Examination
    2025-11-18

View on SEC IAPD

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LPL FINANCIAL LLC
THE AFFINITY GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

More in Albany, NY

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