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Current Employers
Consolidated Portfolio Review Corp

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-02
  • MA RA
    APPROVED
    Since 2026-06-02

Branch Locations

Quincy, MA • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 06/2015 04/2026
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2016 04/2026
Vanderbilt Securities, Llc Woodbury NY 04/2026 Present
Vanderbilt Advisory Services Woodbury NY 04/2026 Present
  • 06/2015 → 04/2026
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2016 → 04/2026
    Fairfield, IA
  • 04/2026 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
  • 04/2026 → Present
    Vanderbilt Advisory Services
    Woodbury, NY
Previous Registrations
Other Businesses

1) Independent Insurance Agent. Not investment related. Start date: 07/01/2018. Address: 12 Shawmut Street Quincy, MA 02169. Title: Owner. Duties: Selling property & casualty, commercial, life and health insurance products. Time spent during regular hours: 2) Golfers' Warehouse. Not investment related. Start date: 04/01/2023. Address: 2 Campinelli Drive, Braintree, MA 02184. Title: Cashier. Duties: Cashier in a golf retail store. Time spent during regular hours: 0%. 3) Clubs Fore College. Not investment related. Start date: 01/01/2023. Address: 12 Shawmut Street Quincy, MA 02169. Title: Owner. Duties: List golf clubs for sale through various listing services such as Mecari, eBay, craigslist, Facebook market place. Time spent during regular hours: 0%. 4) Rideshare Driver. Not investment related. Start date: 05/20/2026. Address: 12 Shawmut Street Quincy, MA 02169. Title: Rideshare Driver. Duties: Rideshare Driver. Time spent during regular hours: 0%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-18
S63 Uniform Securities Agent State Law Examination 1997-11-08
  • S65 Uniform Investment Adviser Law Examination
    2016-05-18
  • S63 Uniform Securities Agent State Law Examination
    1997-11-08

View on SEC IAPD

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