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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-05 |
| AR | RA | APPROVED | 2016-12-14 |
Branch Locations
200 S. 20Th Street Suite A, Rogers, AR 72758 • 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 |
|---|---|---|---|---|
| Securities Management & Research, Inc. | Marion | IA | 09/2014 | 12/2016 |
| Bfc Planning | Marion | IA | 09/2014 | 12/2016 |
| Vanderbilt Securities, Llc | Woodbury | NY | 12/2016 | Present |
1. WORDEN & WORDEN CPAs, PA. Not investment related. Start date: 07/01/1987. Address: 200 S. 20th St., Suite A, Rogers AR, 72758. Title: President/Manager/Shareholder. Duties: I am a certified public accountant licensed in the state of Arkansas. I am the resident manager at this location. I am the president/50% shareholder. Time spent during regular hours: 90%. 2.WORDEN WEALTH MANAGEMENT- Investment related. Start date: 07/01/2005. Address: 200 S. 20th St., Suite A, Rogers AR, 72758. Title: Owner, manager. Duties: Portfolio manager, financial advisory and business manager. Time spent during regular hours: 40%. 3. WORDEN INVESTMENTS,LLC- Not investment related. Start date: 10/31/2009. Address: 200 S. 20th St., Suite A, Rogers AR, 72758. Title: Co-owner/management. Duties: Manage/own/lease commercial real estate.. Time spent during regular hours: 5%. 4. LARRY WORDEN, CPA-N-ROGERS, AR-INSURANCE-PRODUCER-09/2014-40-10-INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-29 |
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