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119 West 24Th Street 4Th Floor, New York, NY 10011-1913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-16 |
Branch Locations
119 West 24Th Street 4Th Floor, New York, NY 10011-1913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2006 | 07/2020 |
| Tuttle Financial Services, Ltd. | New York | NY | 05/2004 | Present |
1) Independent insurance agent/broker. Investment-related. 101 West 23rd Street, New York, NY 10011. Fixed insurance products. Sole proprietor. 1996. 4 hours per month all during securities trading hours. Evaluating fixed insurance products for clients. 2) Part-time instructor of CFP(R) curriculum for various companies (currently Dalton Education, LLC). Not investment-related. 3625 Brookside Pkwy, Alpharetta, GA 30022. Teaching curriculum for CFP Board exam. Instructor. Teaching since 1999. 20 hours per month currently (varies). Usually outside of securities trading hours. Present modules and review material to prepare students to take CFP Board exam
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-25 |
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