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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-25 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
104 Common Blvd., Suite C, Piedmont, SC 29673 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Piedmont | SC | 11/2001 | Present |
| Alpine Agency | Camden | SC | 06/2005 | 01/2021 |
| Golden Rule | Indianapolis | IN | 08/2005 | 01/2021 |
| Debtmerica, Llc | Santa Ana | CA | 03/2011 | 03/2023 |
| Transamerica Financial Advisors, Inc | Piedmont | SC | 01/2012 | 02/2026 |
| Property Rental | Easley | SC | 09/2014 | Present |
| Netlaw Inc | Louisville | KY | 01/2019 | Present |
| Wealthwave | Piedmont | SC | 01/2006 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 02/2026 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 02/2026 | Present |
1. Real Estate. Not investment related. Start date: 01/01/2020. Address: 206 Pintail Lane, Easley, SC 29642. Title: Owner. Duties: Collect Rent, Property Maintenance. Time spent during regular hours: 1%. 2. Insurance. Not investment related. Start date: 02/02/2000. Address: 104 Commons Blvd, Suite C, Piedmont, SC 29673. Title: Agent. Duties: Provide Insurance-based products. Time spent during regular hours: 2%. 3. Netlaw, Inc. Legal Services. Start date: 01-01-2024. Address: 104 Commons Blvd, Suite C, Piedmont, SC 29673. Title: Referrer. Duties: Refer individuals to Estate Planning software. Time spent during regular hours: 2%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-01 |
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