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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-07-15 |
| OH | RA | APPROVED | 2024-07-15 |
Branch Locations
5594 Big Timber Ct,, Columbus, OH 43230 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
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 |
|---|---|---|---|---|
| Fifth Third Securities | Columbus | OH | 03/2011 | 06/2017 |
| Tiaa | Dublin | OH | 06/2017 | 05/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Dublin | OH | 06/2017 | 05/2024 |
| Vanderbilt Financial Group | Woodbury | NY | 07/2024 | Present |
The Center for Family Resolution. Not investment related. Start date: 11/12/2024. Address: 150 Wilson Bridge Rd Suite 300, Worthington OH, 43085. Title: Licensed Social Worker. Duties: Individual and family therapy Counseling, coaching and mediation Mental health assessment and care. Time spent during regular hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-24 |
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