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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-03 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Jericho, NY • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Jericho | NY | 06/2009 | 11/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2020 |
| Spire Investment Partners | Syosset | NY | 01/2021 | 01/2025 |
| Vanderbilt Financial Group | Woodbury | NY | 01/2025 | Present |
1. Pick-A-Path Edvice LLC. Not Investment related. Start date: 10/01/2020. Address: Zoom / 35 Birchwood Park Drive, Jericho, NY 11753. Title: Consultant. Duties: I work as a consultant, providing college admissions services to the firm's clients, i.e. middle and high school students and their parents. Time spent during regular hours: 5%. 2. CHESSanity Inc. Not Investment related. Start date: 10/01/2014. Address: The entity is registered at my home address. Its primary activity, hosting chess tournaments, takes place at George Jackson Elementary School or other suitable venues as available. Title: Exectuive Director. Duties: As the Executive Director and a board member of this entity, I handle the heavy lifting for the entity and support its president (typically a high school student) and other volunteers in its mission to promote chess. Time spent during regular hours: 1%. 3. DBA: Virtus Wealth, Inc. Investment related. Start date: 01/01/2021. Address: Zoom / 35 Birchwood Park Drive, Jericho, NY 11753. Title: Managing Director. Duties: Virtus Wealth, Inc. is DBA name, through which I provide financial advice to clients. Time spent during regular hours: 70%. 4. Wesley Wang Media. Not investment related. Star date: 06/30/2026. Address: Jericho, NY 11753. Title: Bookkeeper. Duties: My activities are limited to assisting with certain accounting-related matters. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-23 |
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