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Timothy M Walt

Cvw Financial, LLC

Plymouth, MA

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Current Employers
Cvw Financial, Llc

Plymouth, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-04-28
  • MA RA
    APPROVED
    Since 2022-04-28

Branch Locations

Plymouth, MA • 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
Plymouth Public Schools Plymouth MA 09/2009 08/2020
Student (Cfp Coursework) + New Baby Plymouth MA 08/2020 Present
  • 09/2009 → 08/2020
    Plymouth Public Schools
    Plymouth, MA
  • 08/2020 → Present
    Student (Cfp Coursework) + New Baby
    Plymouth, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-06
  • S65 Uniform Investment Adviser Law Examination
    2021-12-06

View on SEC IAPD

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