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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-23 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
1124 South Jordan Parkway, Suite D, South Jordan, UT 84095 • United States
4 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 |
|---|---|---|---|---|
| Patriot Arms Corp. | Windsor | CO | 03/2018 | 04/2022 |
| Transitional Broker Llc/Lone Peak Advisers | Draper | UT | 04/2022 | 03/2025 |
| One World Translation | Longmont | CO | 09/2015 | 03/2018 |
| Vanderbilt Securities, Llc | Woodbury | NY | 03/2025 | Present |
| Consolidated Portfolio Review Corp | Woodbury | NY | 01/2026 | Present |
1) Granite Canyon Wealth Management- Investment related. Start date: 08/01/2022. Address: 1124 South Jordan Parkway, Ste. D, South Jordan, UT 84095. Title: Investment Advisor and Registered Rep. Duties: Business development including networking, practice management, marketing and client service. Time spent during regular hours: 60%. 2) Bar Chloe - passive investment - 4% interest 3) Oz Marketing LLC. Not Investment related. Start date: 08/18/2025. Address: 450 N. Main Street, Layton, UT 84041. Title: Auto Marketing Rep. Duties: Help automotive dealerships develop and implement a marketing strategy to drive business growth. Time spent during regular hours: 40%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-17 |
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