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Current Employers
Consolidated Portfolio Review Corp

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-28
TX RA APPROVED 2024-06-28
  • CA RA
    APPROVED
    Since 2024-06-28
  • TX RA
    APPROVED
    Since 2024-06-28

Branch Locations

Hermosa Beach, CA • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Beverly Hills CA 01/2009 05/2018
Resources Investment Advisors Overland Park KS 05/2018 04/2020
Triad Advisors Norcross GA 06/2018 04/2020
Ifp Securities Llc Tampa FL 04/2020 06/2024
Independent Financial Partners Tampa FL 04/2020 06/2024
Vanderbilt Financial Group Woodbury NY 06/2024 Present
  • 01/2009 → 05/2018
    Beverly Hills, CA
  • 05/2018 → 04/2020
    Resources Investment Advisors
    Overland Park, KS
  • 06/2018 → 04/2020
    Triad Advisors
    Norcross, GA
  • 04/2020 → 06/2024
    Ifp Securities Llc
    Tampa, FL
  • 04/2020 → 06/2024
    Tampa, FL
  • 06/2024 → Present
    Vanderbilt Financial Group
    Woodbury, NY
Previous Registrations
Other Businesses

(1) Strategic Wealth Endeavor, Inc. Investment related. My S Corp used as a registered rep, RIA and financial advisors. Start date: 5/01/2018. Address: 1428 Monterey Blvd. Apt D. Hermosa Beach. CA. 90254. Title: Owner: Duties: Wealth Management, retirement planning financial, I am a financial advisor, and I use my S Corp and my DBA Strategic Wealth Endeavor, Inc. for all my professional business as a financial advisor. Time spent during regular hours: 100%. (2) Investment Property. Not investment related. Start date: 01/01/2002. Address: 18640 Collins St,#220,Tarzana,CA 90356. Title: Owner. Duties: Rental Property. Time spent during regular hours: 0%. (3) Investment Property. Not investment related. Start date: 01/01/1998. Address: 1551 East Avenue, J5, Lancaster, CA 93535. Title: Owner. Duties: Rental Property. Time spent during regular hours: 0%. (4) Investment Property. Not investment related. Start date: 01/01/1999. Address: 257 Zachary Lane, Hubert, NC 28539. Title: Owner. Duties: Rental Property. Time spent during regular hours: 0%. (5) Investment Property. Not investment related. Start date: 01/01/2005. Address: 374 West Frances St, Jacksonville, NC 28546. Title: Owner. Duties: Rental Property. Time spent during regular hours: 0%. (6) Investment Property. Not investment related. Start date: 01/01/2004. Address: 206 Faison Lane, Hubert, NC 28539. Title: Owner. Duties: Rental Property. Time spent during regular hours: 0%. (7) Brett Henderson - Not investment related. Start date: 01/01/2022. Address: 1428 Monterey Blvd. Apt D Hermosa Beach CA, 90254. Title: Owner. Duties: buy and sell model trains. Time spent during regular hours: 0%. 8) Brett's Watch Box. Not investment related. Start date: 06/01/2026. Address: Digital. Title: Owner. Duties: Making videos about my watch collection and journey. Time spent during regular hours: 0.5%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-20
  • S66 Uniform Combined State Law Examination
    2004-07-20
Other Names
  • Brett R Henderson

View on SEC IAPD

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