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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-05 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
8668 John Hickman Pkwy Suite #703, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Farmers Branch | TX | 08/1988 | Present |
| Signator Investors, Inc. | Dallas | TX | 05/2016 | 12/2017 |
| Vanderbilt Securities, Llc | Woodbury | NY | 01/2018 | Present |
1) Integrated Planning Services - Owner - Jan. 2018 - Non- Investment related; 5204 Village Creek Drive, Suite 201, Plano, TX 75093; Employee Benefit Specialist; sale of Health & Life Ins., Commission Based; Time spent during regular business hours is 40-45%. 2) Sam Kodari. Fixed Insurance Sales. Not Investment related. Start date: 12/01/2014. Address: 4925 Razor Blvd#525 Plano TX, 75024 Title: Owner/Broker. Duties: I Sell Health Insurance For INDIVIDUALS& Businesses Time spent during regular hours: 35%. 3) TRINET Accounting Services. Not Investment related. Start date: 11/27/2023. Address: 4925 Razor Blvd#525 Plano TX, 75024 Title: Insurance broker. Duties: In addition to My Commission From Selling a Group Insurance ;They will Pay Me a Commission in The Business Owner Signed Up For Payroll& Hr Services I am Not Involved In This Business But I Might Have one Client Who Expressed an Interest In TRINET Products. I Might Not Going To Be Active In This Business ; It is Only One Time Deal ; I Might Have a Couple of Clients a year. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
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