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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-02-24 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • 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 |
|---|---|---|---|---|
| Cabot Lodge Securities | New York | NY | 06/2013 | 05/2020 |
| Elite Estate Planners Llc | Westminster | MD | 06/2017 | 05/2020 |
| Coastal Equities, Inc. | Wilmington | DE | 05/2020 | 02/2023 |
| Coastal Investment Advisors | Wilmington | DE | 05/2020 | 02/2023 |
| Vanderbilt Securities, Llc | Woodbury | NY | 02/2023 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 02/2023 | Present |
1.Gardiner Insurance; direct seller of insurance; commission based compensation; 6-8 hours per week during normal business hours. 2. Gardiner Properties LLC, non-investment related,2709 Murkle Road, Westminster, MD 21158, real estate rental properties, Owner, 6-1-2016, 2 hours per weeks during non trading hours, own and operate rental properties. 3. Fixed Insurance sales. Not investment related. Start date;03/23/2023. Address: 66 East Main Street Suite 300C Westminster MD, 21157. Title: Owner. Duties: I will sell life insurance and fixed annuities to clients when appropriate. Time spent during regular hours: 10%. 4. Tax Services. Not investment related. Start date: 12/05/2024. Address: 6 East Green Street, Westminster MD, 21157. Title: Tax Preparer. Duties: Tax Services. Time spent during regular hours: 25%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-18 |
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