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Lavale, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2003 | Present |
| Stahlvest, Llc | Cumberland | MD | 01/2003 | Present |
1.I AM THE PROPRIETOR OF STAHLVEST, LLC A NEW RIA IN THE STATE OF MARYLAND WITH A MAIN OFFICE AT 100 Mechanic Street, Cumberland, MD 21502 TO WHICH I INTEND TO DEVOTE 50% OF MY FULL-TIME EFFORTS AS AN INVESTMENT PROFESSIONAL. 2.I AM A "PRODUCER" TO SELL INSURANCE PRODUCTS APPROVED BY THE PKS Insurance Agency. PKS Insurance is affiliated with PKS Investments where I am a Registered Rep. NO BUSINESS AT THIS TIME BUT EXPECTED 1 HOUR/MONTH TO DEVOTE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-02 |
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