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152 Bedford Road, Katonah, NY 10536 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-09 |
| TX | RA | APPROVED | 2024-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hollow Brook Wealth Management Llc | Wellington | FL | 12/2007 | Present |
Jointly with his brother, Philip owns his family's property/farm in Bedford, NY - Coker Farm is a working horse farm. No Client, Investor, or Private Fund has invested, and/or has been solicited to invest, in any of these joint ventures or outside businesses. Currently, Philip sits on the boards of Revs Institute, the Hampton Classic Horse Show, the Lake Placid Horse Show, the United States Equestrian Team Foundation, the United States Equestrian Federation, and the Pray Family Foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
| S66 | Uniform Combined State Law Examination | 2005-03-14 |
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