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Timothy William Pehl

Luther Forest Wealth Advisors, L.L.C.

Malta, NY

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Current Employers
Luther Forest Wealth Advisors, L.L.C.

2715 Route 9 Suite 101, Malta, NY 12020 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-19
  • NY RA
    APPROVED
    Since 2024-09-19

Branch Locations

2715 Route 9 Suite 101, Malta, NY 12020 • 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
Luther Forest Wealth Advisors, L.L.C. Malta NY 09/2006 Present
Kumlander, Donofrio, Hay & Pehl, Cpas, Llp Malta NY 11/2003 Present
Other Businesses

KUMLANDER, DONOFRIO, HAY & PEHL, CPAS, LLP; NOT INVESTMENT-RELATED; 2715 STATE ROUTE 9, SUITE 101, MALTA, NY 12020; ACCOUNTING FIRM; MEMBER; START: 11/20/2003; CPA/ PERSONAL, ESTATE AND TRUST TAX SERVICES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-02-23
  • S63 Uniform Securities Agent State Law Examination
    1998-02-23
Designations
Other Names
  • Timothy William Pehl

View on SEC IAPD

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