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Detailed Report
ALLEN STUART HAMILTON
CRD#: 2249219
IA
Investment Adviser
B
Broker
LIBERTY SQUARE WEALTH PARTNERS LLCCRD#: 332476 1525 VALLEY CENTER PKWY
SUITE 120
BETHLEHEM, PA 18017
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 1525 Valley Center Parkway
Suite 120
Bethlehem, PA 18017
Registration History
19952000200520102015202020252 FIRMS2013 - 2024 (11 years)2 FIRMS2024 - Present (<1 year)BRIVERSOURCE DISTRIBUTORS, INC. (CRD# 139135)2007 - 2013 (6 years)BAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2005 - 2007 (2 years)BIDS LIFE INSURANCE COMPANY (CRD# 6321)2005 - 2006 (1 year)BPLANCO FINANCIAL SERVICES, INC. (CRD# 8326)2002 - 2005 (2 years)BHARTFORD EQUITY SALES COMPANY INC. (CRD# 6604)2001 - 2002 (1 year)BNATIONWIDE ADVISORY SERVICES, INC. (CRD# 11173)1999 - 2001 (1 year)BOPPENHEIMERFUNDS DISTRIBUTOR, INC. (CRD# 7834)1998 - 1999 (<1 year)BHARTFORD EQUITY SALES COMPANY INC. (CRD# 6604)1996 - 1998 (2 years)BFEDERATED SECURITIES CORP. (CRD# 5009)1992 - 1996 (3 years)
License(s)

State Registrations

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Alabama 8/27/2024
B
Minnesota 8/27/2024
B
Arizona 8/27/2024
B
Missouri 8/27/2024
B
California 8/27/2024
B
Nevada 8/27/2024
B
Colorado 8/27/2024
B
New Hampshire 8/27/2024
B
Connecticut 8/27/2024
B
New Jersey 8/27/2024
B
Delaware 8/27/2024
B
New York 8/27/2024
B
District of Columbia 8/27/2024
B
North Carolina 8/27/2024
B
Florida 8/27/2024
B
Ohio 8/27/2024
B
Georgia 8/27/2024
B
Oklahoma 8/27/2024
B
Hawaii 8/27/2024
B
Oregon 8/27/2024
B
Idaho 8/27/2024
IA
Pennsylvania 8/20/2024
B
Illinois 8/27/2024
B
Pennsylvania 8/27/2024
B
Indiana 8/27/2024
B
South Carolina 8/27/2024
B
Iowa 8/27/2024
B
Tennessee 8/27/2024
B
Kentucky 8/27/2024
B
Texas 8/27/2024
B
Louisiana 8/27/2024
B
Virginia 8/27/2024
B
Maine 8/27/2024
B
Washington 8/27/2024
B
Maryland 8/27/2024
B
West Virginia 8/27/2024
B
Massachusetts 8/27/2024
B
Wisconsin 8/27/2024
B
Michigan 8/27/2024

SRO Registrations

B
 FINRA

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LIBERTY SQUARE WEALTH PARTNERS LLC (CRD#:332476)
1525 VALLEY CENTER PKWY SUITE 120, BETHLEHEM, PA 18017
Registered with this firm since 8/20/2024
B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
1525 Valley Center Parkway Suite 120, Bethlehem, PA 18017
80 STATE STREET, ALBANY, NY 12207
Registered with this firm since 8/27/2024
Previous Registration(s)
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IA
 04/08/2013 - 09/30/2024 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) Bethlehem, PA
B
 04/05/2013 - 09/30/2024 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) Bethlehem, PA
B
 01/01/2007 - 04/16/2013 RIVERSOURCE DISTRIBUTORS, INC. (CRD#:139135) MINNEAPOLIS, MN
B
 01/18/2005 - 01/01/2007 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) MINNEAPOLIS, MN
B
 01/18/2005 - 12/31/2006 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
B
 09/18/2002 - 01/03/2005 PLANCO FINANCIAL SERVICES, INC. (CRD#:8326) HARTFORD, CT
B
 06/27/2001 - 10/17/2002 HARTFORD EQUITY SALES COMPANY INC. (CRD#:6604) HARTFORD, CT
B
 09/17/1999 - 05/15/2001 NATIONWIDE ADVISORY SERVICES, INC. (CRD#:11173) COLUMBUS, OH
B
 08/27/1998 - 07/16/1999 OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CRD#:7834) NEW YORK, NY
B
 05/15/1996 - 07/22/1998 HARTFORD EQUITY SALES COMPANY INC. (CRD#:6604) HARTFORD, CT
B
 07/02/1992 - 01/16/1996 FEDERATED SECURITIES CORP. (CRD#:5009) PITTSBURGH, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.