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Beyond Wealth Management Group, LLC CRD 293291
$139M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
101 Main Street Rear Building, New Paltz, NY 12561 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-26 |
| NY | RA | APPROVED | 2021-09-04 |
Branch Locations
101 Main Street Rear Building, New Paltz, NY 12561 • 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 |
|---|---|---|---|---|
| United/Mutual Of Omaha | Poughkeepsie | NY | 02/2002 | 02/2018 |
| Beyond Wealth Management Group, Llc | New Paltz | NY | 02/2018 | Present |
DBA BEYOND WEALTH MANAGEMENT,IAR, FULLTIME HRS, BEGINING 2/15/2007 - RECEIVES COMMISSION INSURANCE AGENT; Non-Investment Related; Start Date: 02/2002; Insurance Lines: Life, Health, Annuity, Disability, Critical Illness, Long Term Care, Medicare; Approximately 40 hours per week. PAST CHAIR, CURRENT EXECUTIVE COMMITTEE MEMBER, NEW PALTZ REGIONAL CHAMBER OF COMMERCE. BOARD MEMBER SINCE 2005. Chair of Membership, 1.5 hours per week. BOARD MEMBER, WOODLAND POND Continuing Care Retirement Community, 1.5 Hours Per Week. Audit and Compliance Committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-20 |
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