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Richard Todd Rebori

Atwob

Katonah, NY

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Current Employers
Atwob

23 Parkway 2Nd Floor, Katonah, NY 10536 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-31
TX RA APPROVED_RES 2017-07-14
  • NY RA
    APPROVED
    Since 2021-10-31
  • TX RA
    APPROVED_RES
    Since 2017-07-14

Branch Locations

23 Parkway 2Nd Floor, Katonah, NY 10536 • 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
Point B Planning, Llc Dba Atwob Katonah NY 08/2014 Present
  • 08/2014 → Present
    Point B Planning, Llc Dba Atwob
    Katonah, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-26
  • S66 Uniform Combined State Law Examination
    2004-03-26
Designations

View on SEC IAPD

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Other Offices

HOLLOW BROOK WEALTH MANAGEMENT LLC · KATONAH, NY
PAUL M WILLIAMS LLC · KATONAH, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KATONAH, NY
J.P. MORGAN SECURITIES LLC · KATONAH, NY
EDWARD JONES · KATONAH, NY
LPL FINANCIAL LLC · KATONAH, NY
WYSER-PRATTE MANAGEMENT CO., INC. · BEDFORD HILLS, NY
LPL FINANCIAL LLC · MOUNT KISCO, NY

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