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3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-12-23 |
Branch Locations
100 West Big Beaver Road Suite 200, Troy, MI 48084 • United States
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
3000 Westchester Avenue Suite 206, Purchase, NY 10577-2524 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-11-18 |
| TX | RA | APPROVED_RES | 2011-05-05 |
Branch Locations
3000 Westchester Avenue Suite 206, Purchase, NY 10577-2524 • United States
Troy, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest Investment Management, Llc | Purchase | NY | 06/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2008 | Present |
| Seacrest Wealth Management, Llc | Purchase | NY | 04/2008 | Present |
1. SEACREST INVESTMENT MANAGEMENT, LLC, INVESTMENT-RELATED , 3000 WESTCHESTER AVE. SUITE 206, PURCHASE NY 10577, RIA, PARTNER, 06/2006 2. SEACREST WEALTH MANAGEMENT, LLC, INVESTMENT-RELATED , 3000 WESTCHESTER AVE. SUITE 206, PURCHASE NY 10577, RIA, PARTNER, 04/2008 3. PKSF; INVESTMENT RELATED; 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE AND ANNUITY SALES; AGENT; 6/2018; 30 HOURS/MONTH; 30 HOURS/MONTH DURING SECURITIES HOURS; FIXED INSURANCE AND ANNUITY SALES. 4. SeaCrest Financial Services, LLC. Investment Related. 100 West Big Beaver Road, Suite 263, Troy, MI 48084. Insurance. Member. 06/2018. 4 Hrs/Mo; All During Trading Hours. Life Insurance Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-09 |
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