Best Investors Account Sign in
Current Employers
Cultivating Wealth

Montauk, NY • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-03-20
NY RA APPROVED 2025-03-06
  • ME RA
    APPROVED
    Since 2025-03-20
  • NY RA
    APPROVED
    Since 2025-03-06

Branch Locations

Newcastle, ME • United States

Montauk, NY • 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
Cultivating Wealth Montauk NY 01/2025 Present
Scarsdale Union Free School District Scarsdale NY 08/2021 12/2024
Monroe-Woodbury Central School District Central Valley NY 08/2015 06/2021
  • 01/2025 → Present
    Montauk, NY
  • 08/2021 → 12/2024
    Scarsdale Union Free School District
    Scarsdale, NY
  • 08/2015 → 06/2021
    Monroe-Woodbury Central School District
    Central Valley, NY
Other Businesses

Hana Walton, 25 Stewart St., Newcastle,  ME 04553; Art, non-investment-related; Artist; October 2025; 5 hours/month; 0 hours during securities trading; printmaking and illustration.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-25
  • S65 Uniform Investment Adviser Law Examination
    2024-05-25

View on SEC IAPD

More in Newcastle, ME

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor