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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-01 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Vanderbilt Securities, Llc | Melville | NY | 01/2009 | Present |
| Grove Point Investments, Llc. | Rockville | MD | 02/2010 | 12/2021 |
| Vanderbilt Advisory Services | Woodbury | NY | 09/2013 | Present |
| Grove Point Investments Llc | Rockville | MD | 03/2022 | 12/2024 |
Algren Associates / Simplicity Life. Start date: 02/01/2009. Address: 125 Froehlich Farm Blvd Woodbury New York, 11797. Title: Insurance Sales. Duties: Term Life Insurance Sales Fixed Annuity Sales. Time spent during regular hours: 20%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-09 |
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