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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-05 |
Branch Locations
Charleston, SC • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
3 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 |
|---|---|---|---|---|
| Key Investment Services Llc | Poughkeepsie | NY | 09/2016 | 05/2022 |
| Unemployed | Philadelphia | PA | 11/2014 | 09/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 05/2022 | 03/2025 |
| Vanderbilt Financial Group | Woodbury | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-17 |
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