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Rhinebeck, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-23 |
| TX | RA | APPROVED | 2024-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | New York | NY | 04/2004 | 05/2019 |
| Invst, Llc | Indianapolis | IN | 05/2019 | Present |
| Kilter Group | Rhinebeck | NY | 04/2024 | Present |
1. INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT IS LESS THAN 10% EACH MONTH. 2. MANAGING MEMBER, KILTER GROUP INSURANCE BROKERAGE, LLC. BOOKKEEPING ENTITY FOR INSURANCE COMPENSATION. NOT INVESTMENT RELATED. TIME SPENT IS LESS THAN 5% EACH MONTH. 3. MANAGING MEMBER, BLUE BRINDLE, LLC. ENTITY USED FOR PERSONAL REAL ESTATE INVESTMENTS. NOT INVESTMENT RELATED. TIME SPENT IS LESS THAN 5% EACH MONTH. 4. MANAGING MEMBER, KILTER CONSULTING, LLC. CONSULTING SERVICES SPECIALIZING IN GENERATIONAL TRANSITIONS, SALE PREPARATION AND EXIT PLANNING. SERVICES MAY BE OFFERED TO INVESTMENT ADVISORY CLIENTS UNDER A SEPARATE AGREEMENT AND SEPARATE FEE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-07 |
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