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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-17 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
15760 Ventura Boulevard, Suite #700,, Encino, CA 91436 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 05/2008 | 09/2024 |
| Vanderbilt Financial Group | Woodbury | NY | 09/2024 | Present |
1) Accident & Health, Life and Variable Insurance. Investment related. Start date: 09/17/2024. Address: 15760 Ventura Blvd Suite 700, Encino California, 91436. Title: Agent. Duties: Insurance Agent. Time spent during regular hours: 20%. 2) In-Home Supportive Services (IHSS) Program. Not Investment related. Start date: 09/17/2024. Address: 2616 1/2 Sycamore Ave, Montrose CA, 91020. Title: Caretaker. Duties: Caretaker for my elderly mother. Time spent during regular hours: 0% 3) Highland Capital. Fixed Insurance Sales. Not Investment related. Start date: 10/01/2024. Address: 15760 Ventura Blvd, Suite 700, Encino California, 91436. Title: Agent. Duties: Selling insurance and fixed annuity products. Time spent during regular hours: 30%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-02 |
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