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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-15 |
Branch Locations
Middletown, NJ • United States
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 |
|---|---|---|---|---|
| Gwn Securities Inc | Palm Beach Gardens | FL | 05/2015 | 12/2023 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2024 | 08/2025 |
| The 401K Group Llc | Middletown | NJ | 12/2023 | Present |
| Monmouth Flag Football | Holmdel | NJ | 01/2024 | Present |
| Taking Surveys | Middletown | NJ | 10/2024 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 09/2025 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 09/2025 | Present |
1) The 401K Group LLC-58 Lone Oak Rd., Middletown NJ 07748 ; Investment related; Insurance & securities sales & svcs, also may receive referral fees from various companies for PEO, payroll & health insurance referrals, as well as merchant processing referrals; Owner/Agent; Start date 12/2023; 160 hrs/mnth; 140 hrs/mnth during trading. 2) Assure/ADP payroll. Not investment related. Start date: 01/01/2026. Address: Over the phone. Title: None. Duties: None. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-19 |
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