Purshe Kaplan Sterling Investments, Inc.
Branch
| Name: | Purshe Kaplan Sterling Investments, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 25 Aug 2010 (15 years ago) |
| Branch of: | Purshe Kaplan Sterling Investments, Inc., NEW YORK (Company Number 1780491) |
| Identification Number: | 000549182 |
| Place of Formation: | NEW YORK |
| Purpose: | BROKER-DEALER,INSURANCE |
| Principal Address: |
80 STATE STREET, ALBANY, NY, 12207, USA
|
NAICS
524210 Insurance Agencies and BrokeragesThis industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| TRACEY L. BOHLEY | CFO | 80 STATE STREET ALBANY, NY 12207 USA |
| Name | Role | Address |
|---|---|---|
| J. PETER PURCELL | CEO, DIRECTOR | 80 STATE STREET ALBANY, NY 12207 USA |
| Name | Role | Address |
|---|---|---|
| KATHERINE FLOUTON | PRESIDENT, SECRETARY | 80 STATE STREET ALBANY, NY 12207 USA |
| Number | Name | File Date |
|---|---|---|
| 202452678080 | Annual Report | 2024-04-26 |
| 202333190560 | Annual Report | 2023-04-18 |
| 202214758900 | Annual Report | 2022-04-14 |
| 202197891980 | Annual Report - Amended | 2021-06-07 |
| 202191895920 | Annual Report | 2021-02-18 |
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Date of last update: 30 May 2025
Sources: Rhode Island Department of State