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Inactive

Peter Banta

Beyond Wealth Management Group, LLC

New Paltz, NY

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Current Employers
Beyond Wealth Management Group, Llc

101 Main Street Rear Building, New Paltz, NY 12561 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-14
  • NY RA
    APPROVED
    Since 2024-08-14

Branch Locations

101 Main Street Rear Building, New Paltz, NY 12561 • 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
Student New Paltz NY 08/2016 05/2017
Hudson Valley Renegades Fishkill NY 05/2017 08/2017
Student New Paltz NY 08/2017 05/2018
Target Newburgh NY 05/2018 07/2018
Student New Paltz NY 08/2018 05/2019
Beyond Wealth Management New Paltz NY 05/2019 08/2019
Bdo Usa, Llp New York NY 06/2019 08/2019
Student Binghamton NY 08/2019 05/2020
Unemployed Lagrangeville NY 05/2020 07/2020
Shoprite Lagrangeville NY 08/2020 08/2020
Aquaduct Plumbing Services Valhalla NY 09/2020 12/2020
Bdo Usa, Llp New York NY 01/2021 03/2021
Kc Engineering And Land Surveying Newburgh NY 06/2022 07/2024
Beyond Wealth Management Group, Llc New Paltz NY 07/2024 Present
Rbt Cpa's, Llp Poughkeepsie NY 03/2021 06/2022
  • 08/2016 → 05/2017
    Student
    New Paltz, NY
  • 05/2017 → 08/2017
    Hudson Valley Renegades
    Fishkill, NY
  • 08/2017 → 05/2018
    Student
    New Paltz, NY
  • 05/2018 → 07/2018
    Target
    Newburgh, NY
  • 08/2018 → 05/2019
    Student
    New Paltz, NY
  • 05/2019 → 08/2019
    Beyond Wealth Management
    New Paltz, NY
  • 06/2019 → 08/2019
    Bdo Usa, Llp
    New York, NY
  • 08/2019 → 05/2020
    Student
    Binghamton, NY
  • 05/2020 → 07/2020
    Unemployed
    Lagrangeville, NY
  • 08/2020 → 08/2020
    Shoprite
    Lagrangeville, NY
  • 09/2020 → 12/2020
    Aquaduct Plumbing Services
    Valhalla, NY
  • 01/2021 → 03/2021
    Bdo Usa, Llp
    New York, NY
  • 06/2022 → 07/2024
    Kc Engineering And Land Surveying
    Newburgh, NY
  • 07/2024 → Present
    Beyond Wealth Management Group, Llc
    New Paltz, NY
  • 03/2021 → 06/2022
    Rbt Cpa's, Llp
    Poughkeepsie, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-24
  • S65 Uniform Investment Adviser Law Examination
    2024-02-24

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · NEW PALTZ, NY
EDWARD JONES · NEW PALTZ, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW PALTZ, NY
J.P. MORGAN SECURITIES LLC · NEW PALTZ, NY
LPL FINANCIAL LLC · NEW PALTZ, NY
CHARYBDIS INVESTMENTS INTERNATIONAL · HIGH FALLS, NY
THE AMERIFLEX GROUP · New Paltz, NY
LPL FINANCIAL LLC · HYDE PARK, NY

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