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Current Employers
Vanderbilt Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-01-02
  • FL RA
    APPROVED
    Since 2020-01-02

Branch Locations

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

3030 Starkey Blvd, Suite 216, New Port Richey, FL 34655 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Trustmont Financial Group, Inc. Greensburg PA 03/2010 04/2017
Trustmont Advisory Group, Inc. Greensburg PA 03/2010 04/2017
The Prudential Insurance Company Of America New Port Richey FL 04/2017 08/2019
Pruco Securities, Llc New Port Richey FL 04/2017 08/2019
Vanderbilt Securities, Llc Woodbury NY 09/2019 Present
Vanderbilt Advisory Services Woodbury NY 09/2019 Present
  • 03/2010 → 04/2017
    Trustmont Financial Group, Inc.
    Greensburg, PA
  • 03/2010 → 04/2017
    Greensburg, PA
  • 04/2017 → 08/2019
    The Prudential Insurance Company Of America
    New Port Richey, FL
  • 04/2017 → 08/2019
    New Port Richey, FL
  • 09/2019 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
  • 09/2019 → Present
    Woodbury, NY
Previous Registrations
  • 2017-05-02 → 2019-09-13
    Tampa, FL
    New Port Richey, FL
  • 2010-04-28 → 2017-04-18
    Largo, FL
    New Port Richey, FL
    Greensburg, PA
    New Port Richey, FL
  • 2008-07-02 → 2010-03-12
    Summit Financial Group Inc
    Trinity, FL
Other Businesses

1) MMS Asset Management- Investment related - 3030 Starkey Blvd. #216, New Port Richey, FL 34655; DBA -Owner; 09/2012; also sell fixed and fixed index products through DBA; time spent during regular business hours- 100%. 2) Connections Job Development Program - non-profit organization; 5841 Main St., New Port Richey, FL 34652; Board Member; attend monthly meetings and help with planning orientation for new job seekers; time spent during regular business hours is 0. 3) ONE COMMUNITY NOW, INC. IS A 501C3 FAITH BASED COMMUNITY ORGANIZATION WITH THE GOAL OF BRINGING THE LOCAL CHURCHES, BUSINESSES AND ORGANIZATIONS TOGETHER TO HELP MEET THE UN-MET AND UNDER-MET NEEDS WITHIN PASCO COMMUNITY. POSITION: board member; 10/2018; NATURE: Non-Profit and Charitable Organization; Not Investment Related; time spent during business hours - 0. ADDRESS: 1540 Little Road, Trinity FL 34655, United States DESCRIPTION: help organize various fundraisers throughout the county. 4) Friends of Eastlake Community Library, Inc. Start date: 01/17/2020 - 4125 East Lake Rd., Palm Harbor, FL; Board member for non-profit; we host readings for children, yoga for seniors, community involvement classes; help coordinate and plan events; non-investment related; time spent during regular business hours is 0. 5) Magellan Financial - Field Marketing Organization, Topeka, Kansas; Sale of Life and Fixed Annuities; Commission; time spent during regular business hours is 5%. 6) Diva Angels - Pinellas Park, FL; Volunteer - Assistant Director; support local charities by fundraising events for non-profit groups and low income families; assist at events; no signing ability; time spent during regular business hours is 0. 7) One Community Now. Not Investment Related. Start Date: 01/01/2020. Address: 5841 Main Street, New Port Richey FL. 34652 Title: Secretary. Duties: Meeting monthly to review community programs , taking notes. Time spent during regular hours: 0%. 8) Karen R Titus Rev Liv Trust. Not Investment Related. Start Date: 03/29/2023. Address: 710 George ST Tarpon Springs FL, 3468. Title: successor trustee. Duties: Disburse Karen's assets upon her death. Time spent during regular hours: 0%. 9) Michelle Malacinski. Not Investment related. Start date: 07/01/2013. Address: 3030 Starkey Blvd Suite 216 New port Richey FL, 34655. Title: notary. Duties: Notary. Time spent during regular hours: 0%. 10) Advisors Excel. Not investment related. Start date: 09/01/2013. Address: 3030 Starkey Blvd Suite 216 New port Richey FL, 34655. Title; insurance sales. Duties: Fixed and Fixed indexed/health product sales. Time spent during regular hours: 0%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-23
  • S66 Uniform Combined State Law Examination
    2008-06-23
Other Names
  • Michelle Algero Pallos
  • Michelle A Malacinski

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