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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-04-07 |
| UT | RA | APPROVED | 2025-03-07 |
Branch Locations
9980 S 300 W Ste 200, Sandy, UT 84070 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 11/2012 | 12/2016 |
| Geneos Wealth | South Jordan | UT | 12/2016 | 07/2022 |
| Transitional Broker, Llc | Draper | UT | 07/2022 | 12/2024 |
| Lone Peak Advisers, Llc | Draper | UT | 07/2022 | 12/2024 |
| Vanderbilt Securities, Llc | Woodbury | NY | 02/2025 | Present |
1) Fixed Insurance Business. Not investment related. Start date: 06/01/2009. Address: 1124 South Jordan Parkway Ste D South Jordan UT, 84095. Title: Producer. Duties: I occasionally have a client who needs a fixed annuity. I use fixed insurance products for this need. Time spent during regular hours: 1%. 2) Palazzo Wealth LLC. Not investment related. Start date: 01/01/2012. Address: 1124 South Jordan Parkway Ste D South Jordan UT, 84095. Title: Owner. Duties: Palazzo Wealth LLC is my LLC for tax purposes and the owner of my DBA Granite Canyon Wealth. Time spent during regular hours: 0%. 3) Granite Canyon Wealth. Investment related. Start date: 09/01/2014. Address: 1124 South Jordan Parkway Ste D South Jordan UT, 84095. Title: Owner. Duties: This is my DBA I maintain the Trademark, the URL, and the logo. Time spent during regular hours: 1%. 4) Health Insurance through Spherica Insurance. Not Investment related. Start date: 01/10/2025. Address: 1124 South Jordan Park Way St D South Jordan UT 84094. Title: Sales. Duties: Last year I sold two plans through Spherica Insurance. They look like they will renew. If they do I will get compensated on them. Time spent during regular hours: 1%. 5) Medicare Policies. Not Investment related. Start date: 05/06/2026. Address: 1124 South Jordan Park Way St D South Jordan UT 84094. Title: Owner. Duties: Sell Medicare policies to existing clients when they become Medicare eligible. Time spent during regular hours: 1%. 6) Fixed/Indexed Annuities. Not Investment related. Start date: 06/06/2026. Address: 1124 South Jordan Park Way St D South Jordan UT 84094. Title: Advisor. Duties: Use fixed and indexed annuities as a bond alternative should interest rates drop. Time spent during regular hours: 1%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-04 |
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