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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-26 |
| TX | RA | APPROVED_RES | 2024-07-15 |
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 |
|---|---|---|---|---|
| Avisen Securities, Inc. | Sacramento | CA | 06/2004 | 03/2017 |
| Brown Robello Capital Management, Llc | Sacramento | CA | 07/2004 | 03/2017 |
| Ameritas Investment Corp | Lincoln | NE | 03/2017 | 11/2019 |
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2017 | 11/2019 |
| David White & Associates | Roseville | CA | 03/2017 | 11/2019 |
| Next Financial Group, Inc. | Houston | TX | 11/2019 | 03/2024 |
| Stirlingshire Investments | Nyc | NY | 03/2024 | 07/2024 |
| Vanderbilt Financial Group | Woodbury | NY | 07/2024 | Present |
1) Fixed Insurance Sales. Not Investment related. Start date: 07/17/2024. Address: 8282 Seeno Ave, Granite Bay CA, 95746. Title: Agent. Duties: Marketing, presenting and selling fixed and fixed index insurance related products. Time spent during regular hours: 10%. 2) Roseville Area Chamber of Commerce. Not Investment related. Start date: 07/17/2024. Address: 650 Douglas Blvd. Roseville CA, 95678. Title: Volunteer Ambassador. Duties: Assisting members at events, helping set up and facilitate events for members and non-members, calling members to see how membership is going and to see if we can help make their experience better. Time spent during regular hours: 5%. 3) AmeriPlan. Not investment related. Start date: 10/1/2024. Address: 8282 Seeno Ave, Granite Bay CA, 95746. Title: Sales Representative. Duties: Placing ads and signing up individuals and groups to AmeriPlan's Health and Dental plans. No licensing required. Time spent during regular hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-29 |
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