| Entity Name: | PURSHE KAPLAN STERLING INVESTMENTS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 25 Aug 2010 |
| Branch of: | PURSHE KAPLAN STERLING INVESTMENTS, INC., NEW YORK (Company Number 1780491) |
| Business ALEI: | 1013722 |
| Annual report due: | 25 Aug 2025 |
| NAICS code: | 524210 - Insurance Agencies and Brokerages |
| Business address: | 80 STATE STREET, ALBANY, NY, 12207, United States |
| Mailing address: | 80 STATE STREET, ALBANY, NY, United States, 12207 |
| Place of Formation: | NEW YORK |
| E-Mail: | mlugo@pksinvest.com |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Katherine Flouton | Officer | 80 STATE STREET, ALBANY, NY, 12207, United States | 80 STATE STREET, ALBANY, NY, 12207, United States |
| J. PETER PURCELL | Officer | 80 STATE STREET, ALBANY, NY, 12207, United States | 80 STATE STREET, ALBANY, NY, 12207, United States |
| Tracey L. Bohley | Officer | 80 STATE STREET, ALBANY, NY, 12207, United States | 80 STATE STREET, ALBANY, NY, 12207, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| J. PETER PURCELL | Director | 80 STATE STREET, ALBANY, NY, 12207, United States | 80 STATE STREET, ALBANY, NY, 12207, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013277122 | 2024-12-02 | No data | Mass Agent Change � Address | Agent Address Change | No data |
| BF-0012155779 | 2024-07-26 | No data | Annual Report | Annual Report | No data |
| BF-0011182274 | 2023-07-26 | No data | Annual Report | Annual Report | No data |
| BF-0010405389 | 2022-08-01 | No data | Annual Report | Annual Report | 2022 |
| BF-0009810147 | 2021-07-29 | No data | Annual Report | Annual Report | No data |
| 0006949228 | 2020-07-18 | No data | Annual Report | Annual Report | 2020 |
| 0006590701 | 2019-07-05 | No data | Annual Report | Annual Report | 2019 |
| 0006224983 | 2018-07-31 | No data | Annual Report | Annual Report | 2018 |
| 0005904686 | 2017-08-07 | No data | Annual Report | Annual Report | 2017 |
| 0005637097 | 2016-08-25 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
