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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2017-07-10 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
148 State Street Unit 2, Montpelier, VT 05602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financialcopy.COm | Wells | VT | 11/1999 | 12/2017 |
| Financial West Group | Westlake Village | CA | 03/2004 | 07/2017 |
| Vanderbilt Securities, Llc | Woodbury | NY | 07/2017 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 07/2017 | Present |
(1) 4WINDS NATURE INSTITUTE. Insurance related. Start Date: 06/30/2015. Address: 4 Casey Road Chittenden VT, 05737. Title: Board member. Duties: 3Years without authority to act on behalf of the organization without the consent of the majority of board members. Time spent during regular hours: 5%. (2) GREENVEST. Insurance related. Start Date: 08/07/2015. Address: 3738 Lamb Hill Road Wells VT, 05774. Title: Founder. Duties: Greenvest DBA Insurance Securities. Time spent during regular hours: 95%. 3) Paul C. Walker Special Trust. Investment related. Start date: 11/16/2010. Address: 3738 Lamb Hill Road Wells VT, 05774. Title: Trustee. Duties: Act as a fee-based financial advisor for my brother's Trust managed investment account. I am also a Trustee for the Trust. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
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