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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-27 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Jose | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 11/2020 |
| Lpl Financial, Llc | San Jose | CA | 11/2020 | 08/2022 |
| Vanderbilt Securities, Llc | Woodbury | NY | 09/2022 | Present |
1) DBA TAVERNIER WEALTH MANAGEMENT - INVESTMENT RELATED - SAN JOSE, CA 95125 - START DATE 11/2020 2) Almaden Valley Rotary Club. Not Investment Related. Start Date: 09/08/2024. Address: Rookies Sports Lodge 1535 Meridian Ave. Suite 10, San Jose, CA, 95125. Title: Board Member. Duties: I am the president of our local rotary club. Rotary is a community service organization. I am not compensated for my involvement in rotary, I attend weekly meetings and community service events.. Time spent During regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-05-22 |
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