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Montauk, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-03-20 |
| NY | RA | APPROVED | 2025-03-06 |
Branch Locations
Montauk, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-25 |
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