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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-04 |
| IL | RA | APPROVED | 2020-06-17 |
Branch Locations
200 West 22Nd Street, Suite 226, Lombard, IL 60148 • United States
Frisco, TX • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vimlan Tax Services Llc | Lombard | IL | 09/2004 | Present |
| H.D. Vest Investment Services | Schaumburg | IL | 12/2011 | 06/2020 |
| Hd Vest Advisory Services | Schaumburg | IL | 07/2013 | 06/2020 |
| Hd Vest Insurance Agency Inc | Irving | TX | 12/2014 | 06/2020 |
| Hd Vest Insurance Agency Inc | Irving | TX | 03/2014 | 06/2020 |
| Vanderbilt Securities, Llc | Frisco | TX | 06/2020 | Present |
| Vanderbilt Advisory Services | Frisco | TX | 06/2020 | Present |
1) Sentigent Financial Solutions, LLC~'NIR'~ 14111 King Street Suite 410, Office Q, Frisco, TX 75036 - Other -Owner/Sole Proprietor ~5/1/2013 ~ -100hrs - Operational and/or Marketing Name for Financial Services and Real Estate activity, and Insurance Agent. time spent during trading hours is 50% 2) Vimlan Tax Services, LLC DBA DBA Sentigent Advisory Services - Start date: 07/19/2004. Address: 24W500 Maple Ave Suite 208 Naperville, IL 60540 as well as 14111 King Street Suite 410, Office Q, Frisco, TX 75036. Title: Partner. Duties: Review tax returns, file tax returns, manage/supervise employees. Make key management and operational decisions of the CPA firm. time spent during regular business hours is 20%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-17 |
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