David W. Cross

BEYOND WEALTH MANAGEMENT GROUP

New Paltz, NY 12561

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CRD#: 2946272

Professional summary

David Wallace Cross is a registered financial advisor currently at BEYOND WEALTH MANAGEMENT GROUP, LLC located in New Paltz, New York.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 2 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LICENSED INSURANCE AGENT TO SELL LIFE, HEALTH, MED SUPPLEMENT, DISABILITY, CRITICAL ILLNESS, LONG TERM CARE AND ANNUITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wallace Cross's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2021 - Present

BEYOND WEALTH MANAGEMENT GROUP, LLC

Office #1: 101 Main Street Rear Building, New Paltz, NY 12561

RIA

CRD#: 293291

New Paltz, NY

Past

October 23, 1997 - July 31, 2015

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

POUGHKEEPSIE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEYOND WEALTH MANAGEMENT GROUP, LLC

CRD#: 293291 / SEC#: 801-112673

RIA

Registered Investment Advisory firm - (3/26/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(9/3/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/20/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/22/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/24/2002

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BEYOND WEALTH MANAGEMENT GROUP, LLC

CRD#: 293291 / SEC#: 801-112673

RIA

Registered Investment Advisory firm - (3/26/2018 Approved)

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Contact information

Main Address

101 Main Street Rear Building, New Paltz, NY 12561

Mailing Address

Phone number

(845) 750-6213

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-BEYOND WEALTH MANAGEMENT GROUP, LLC (3/26/2025)

Regulatory assets under management

Total Number of Accounts	715
AUM (Assets Under Management)	$ 107,363,692

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David W. Cross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wallace Cross's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEYOND WEALTH MANAGEMENT GROUP, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

BEYOND WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/1997

SIE

Date: 7/31/2015

Series 6

Date: 10/22/1997

Series 26

Date: 7/24/2002

Current Firm

BEYOND WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEYOND WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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