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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-13 |
Branch Locations
Zionsville, IN • United States
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 |
|---|---|---|---|---|
| Lpl Financial | Zionsville | IN | 05/2008 | 02/2026 |
| Vanderbilt Securities, Llc | Woodbury | NY | 02/2026 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 02/2026 | Present |
1) Helvie Financial. Investment related. Start date: Address: 7640 Bishops Grn., Zionsville, IN 46077. Title: Investment Advisor. Duties: Advisory, variable annuities, fixed annuities, life insurance sales. Time spent during regular hours: 100%. 2) Exclusive cabins LLC. Not Investment related. Start date: 02/14/2026. Address: 7640 Bishops Grn., Zionsville, in 46077. Title: Member. Duties: N/A. Time spent during regular hours: 0%. 3) TN Cabins LLC. Not Investment related. Start date: 02/14/2026. Address: 7640 Bishops Grn., Zionville, IN 46077. Title: Sole Member. Duties: N/A. Time spent during regular hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-03 |
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