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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-07-14 |
Branch Locations
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 | Woodbury | NY | 05/2016 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 05/2016 | Present |
1) David R. Laliberte, Sole Proprietorship. Fixed Insurance sales. Not Investment Related. Start Date: 07/01/2016. Address: 1 Lincoln Street, Hudson, 01749 MA. Title: Owner. Duties: Fixed & Index annuity sales with general agent Bill Bonk. Time spent during regular business hours: 10%. 2) David R. Laliberte, Sole Proprietorship. Not Investment Related. Start Date: 05/01/2017. Address: 1 Lincoln Street, Hudson, 01749 MA. Title: Owner. Duties: Health Insurance sales. Time spent during regular business hours: 5%. 3) DRL Invest Insure. Not Investment Related. Start Date: 06/25/2022. Address: 1 Lincoln Street, Hudson, 01749 MA. Title: Owner. Duties: Annuity and life Insurance sales. Time spent during regular business hours: 10%. 4) EDM Management Group LLC. Not Investment Related. Start Date: 01/01/2020. Address: 1 Lincoln Street, Hudson, 01749 MA. Title: President. Duties: Rental Income. Time spent during regular business hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-23 |
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