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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
| RI | RA | APPROVED | 2026-03-31 |
| TX | RA | APPROVED | 2026-03-23 |
Branch Locations
331 Page St. Suite 8, Stoughton, MA 02072 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Viridian Energy | Norwalk | CT | 07/2012 | Present |
| Foresters | Buffalo | NY | 02/2010 | Present |
| Cambridge Investment Research Inc | Fairfield | IA | 01/2015 | 03/2026 |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 01/2015 | 03/2026 |
| Vanderbilt Securities, Llc | Woodbury | NY | 03/2026 | Present |
| Consolidated Portfolio Review Corp | Woodbury | NY | 03/2026 | Present |
Fixed Insurance Licens. Not investment related. Start date: 03/25/2026. Address: 85 park St suite 2R Stoughton, MA 02072. Title: CFP. Duties: sales of fixed insurance products. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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