Best Investors Account Sign in
Inactive

David George Bullock

Arque Advisors, LLC

Morgan, VT

Claim This Profile
Current Employers
Arque Advisors, Llc

Morgan, VT • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2026-03-09
TX RA APPROVED_RES 2026-02-26
  • VT RA
    APPROVED
    Since 2026-03-09
  • TX RA
    APPROVED_RES
    Since 2026-02-26

Branch Locations

Morgan, VT • 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
Arque Advisors,Llc Rye NY 02/2005 Present
Milton Associates Llc Rye NY 01/2002 Present
  • 02/2005 → Present
    Arque Advisors,Llc
    Rye, NY
  • 01/2002 → Present
    Milton Associates Llc
    Rye, NY
Other Businesses

MILTON ASSOCIATES LLC 5721 Vermont Route 111 Morgan, VT 05853 CONSULTING AND GENERAL PARTNER TO FUNDS (SOLE PROPRIETOR. My position is Managing Director. In the last ten years we advised hedge funds and private equity funds on their setup and legal documentation. We have not dopne this for the l;ast few years. Little to no time is devoted to generating new business for Milton at this time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
S66 Uniform Combined State Law Examination 2017-09-14
S66 Uniform Combined State Law Examination 2017-09-14
S63 Uniform Securities Agent State Law Examination 2005-06-08
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12
  • S66 Uniform Combined State Law Examination
    2017-09-14
  • S66 Uniform Combined State Law Examination
    2017-09-14
  • S63 Uniform Securities Agent State Law Examination
    2005-06-08

View on SEC IAPD

More in Morgan, VT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor