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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-07-01 |
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 |
|---|---|---|---|---|
| Self Employed | Downey | CA | 08/1994 | Present |
| Kms Financial Services, Inc | Seattle | WA | 12/2006 | 11/2018 |
| Wilson & Albers Company, Llc | Anchorage | AK | 08/2015 | Present |
| Triad Advisors | Norcross | GA | 11/2018 | 08/2024 |
| Alera Investment Advisors, Llc | Anchorage | AK | 11/2018 | 06/2025 |
| Osaic Wealth, Inc. | Anchorage | AK | 08/2024 | 06/2025 |
| Vanderbilt Securities, Llc | Woodbury | NY | 07/2025 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 07/2025 | Present |
1) Alaska Billiard Academy. Not investment related. Start date: 07/01/1992. Address: 11700 Northern Raven Dr, Anchorage, AK 99516. Title: billiard instruction. Duties: Teach billiards and compete in tournaments. Time spent during regular hours: 10%. 2) Plummer Court HOA. Not investment related. Start date: 01/01/2023. Address: 11700 Northern Raven Dr, Anchorage, AK 99516. Title: Vice President and Secretary for HOA. Duties: One of three owners of the five properties sharing a water well. We share the payment of the required water testing. Time spent during regular hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-18 |
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