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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-25 |
| TX | RA | APPROVED | 2025-02-25 |
Branch Locations
5237 Summerlin Commons Blvd, Fort Myers, FL 33907 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
500 N. Broadway, Suite 219, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pmg Securities Corp | West Palm Beach | FL | 11/1999 | 11/2020 |
| Preferred Financial Grp | Jericho | NY | 08/1995 | Present |
| Lincoln Investment | Jericho | NY | 08/2010 | 11/2020 |
| American Portfolios Financial Services | Jericho | NY | 11/2020 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 02/2025 |
| Vanderbilt Financial Group | Woodbury | NY | 02/2025 | Present |
Preferred NY Financial Group, LLC. Investment related. Start date: 05/01/1995. Address: 500 N Broadway, Suite 219, Jericho, New York 11753. Title: Vice President. Duties: Maintain staff to service health insurance and illustrate requests for life insurance. Time spent during regular hours: 15%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-22 |
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