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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-08 |
| VA | RA | APPROVED | 2020-01-07 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lynn M. Kachel, Pc | Rockville | VA | 09/1999 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2003 | 12/2019 |
| Vanderbilt Advisory Services | Woodbury | NY | 01/2020 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 01/2020 | Present |
- Halmor corporation. private family S-Corp- beverage distributorship. Not investment related. Start date: 07/11/1995. Address: 1650 State Farm Blvd Box 2, Charlottesville VA, 22911. Title: Beneficiary of 2 Trusts. Duties: Beneficiary of 2 trusts, together owning minority interests in (1) Halmor Corporation (private family S-Corp) beverage distributorship; (2) Industry Way LLC; (3) Hopeman LLC, The trusts were set up for estate planning purposes to receive passive income from the company. Time spent during regular hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-12 |
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