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Caroline Young

Cultivating Wealth

Brooklyn, NY

Montauk, NY

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Current Employers
Cultivating Wealth

Montauk, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-12-21
  • NY RA
    APPROVED
    Since 2023-12-21

Branch Locations

Brooklyn, NY • 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 12/2022 Present
Shop Architects Pc New York NY 12/2012 02/2020
Student Brooklyn NY 02/2020 12/2022
  • 12/2022 → Present
    Cultivating Wealth
    Montauk, NY
  • 12/2012 → 02/2020
    Shop Architects Pc
    New York, NY
  • 02/2020 → 12/2022
    Student
    Brooklyn, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-12-21
Designations

View on SEC IAPD

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