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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-22 |
Branch Locations
80 State Street, Albany, NY 12207 • United States
1091 N Palm Canyon Drive Suite #4, Palm Springs, CA 92262 • 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 |
|---|---|---|---|---|
| Matrix Wealth Management, Inc. | Portland | OR | 12/2012 | 02/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2015 | Present |
| Pks Advisory Services, Llc | Albany | NY | 07/2016 | Present |
| Matrix Insurance & Benefits Solutions, Inc. | Portland | OR | 03/2017 | Present |
1) PKSF- Investment related-80 State St, Albany, NY 12207-Insurance Brokerage-Insurance Agent-12/2015-10 hrs/mth-100% during trading hrs-Provides fixed insurance products for clients. 2) PKS Advisory Services. Investment Related. 80 State St, Albany, NY 12207. Investment Advisory. IAR. 07/2016. 30-40 Hrs/Mo; 30-40 During Trading Hours. IAR with PKSA. 3) Matrix Insurance & Business Solutions, Inc. Not Investment Related. 8800 SE Sunnyside Road, Suite 213N, Clackamas, OR 97015 & 2295 Tamarisk Road, Palm Springs, CA 92262 Personal Insurance; Business Insurance; Employee Benefits. President. 03/2017. 120 Hrs/Mo; All During Trading Hours. Sales of Insurance Products to Individuals and Businesses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-03-18 |
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