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David Wallace Cross

Beyond Wealth Management Group, LLC

New Paltz, NY

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Current Employers
Beyond Wealth Management Group, Llc

101 Main Street Rear Building, New Paltz, NY 12561 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-03
  • NY RA
    APPROVED
    Since 2021-09-03

Branch Locations

101 Main Street Rear Building, New Paltz, NY 12561 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lhs Of Ulster Corp Kingston NY 02/1988 Present
Lhs Of Ulster Corp. Kingston NY 02/1988 Present
Ddl Enterprises, Inc./Hasbrouck Deli Kingston NY 05/1995 Present
C & L Of Dutchess, Inc/Subway Poughkeepsie NY 10/1996 Present
Mutual/United Of Omaha Insurance Company Poughkeepsie NY 05/1997 Present
Mutual Of Omaha Investor Services, Inc. Poughkeepsie NY 05/1997 Present
Retired Highland NY 08/2015 10/2018
Beyond Wealth Management Group Llc New Paltz NY 10/2018 01/2019
Beyond Wealth Management Group, Llc New Paltz NY 02/2019 Present
  • 02/1988 → Present
    Lhs Of Ulster Corp
    Kingston, NY
  • 02/1988 → Present
    Lhs Of Ulster Corp.
    Kingston, NY
  • 05/1995 → Present
    Ddl Enterprises, Inc./Hasbrouck Deli
    Kingston, NY
  • 10/1996 → Present
    C & L Of Dutchess, Inc/Subway
    Poughkeepsie, NY
  • 05/1997 → Present
    Mutual/United Of Omaha Insurance Company
    Poughkeepsie, NY
  • 05/1997 → Present
    Mutual Of Omaha Investor Services, Inc.
    Poughkeepsie, NY
  • 08/2015 → 10/2018
    Retired
    Highland, NY
  • 10/2018 → 01/2019
    Beyond Wealth Management Group Llc
    New Paltz, NY
  • 02/2019 → Present
    Beyond Wealth Management Group, Llc
    New Paltz, NY
Other Businesses

LICENSED INSURANCE AGENT TO SELL LIFE, HEALTH, MED SUPPLEMENT, DISABILITY, CRITICAL ILLNESS, LONG TERM CARE AND ANNUITY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-10-20
  • S63 Uniform Securities Agent State Law Examination
    1997-10-20

View on SEC IAPD

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CHRISTIAN EDWARD BURKE
JEFFREY ALBERT ALTOMARI

Other Offices

CETERA INVESTMENT ADVISERS LLC · NEW PALTZ, NY
EDWARD JONES · NEW PALTZ, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW PALTZ, NY
J.P. MORGAN SECURITIES LLC · NEW PALTZ, NY
LPL FINANCIAL LLC · NEW PALTZ, NY
CHARYBDIS INVESTMENTS INTERNATIONAL · HIGH FALLS, NY
THE AMERIFLEX GROUP · New Paltz, NY
LPL FINANCIAL LLC · HYDE PARK, NY

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