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426 Boston Post Road Suite A, Waterford, CT 06385 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-24 |
| FL | RA | APPROVED | 2013-01-02 |
| CT | RA | APPROVED | 2012-12-10 |
Branch Locations
426 Boston Post Road Suite A, Waterford, CT 06385 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 10/2012 | 06/2024 |
| Compass Rose Strategic Partners Llc | Waterford | CT | 10/2012 | Present |
| Vanderbilt Financial Group | Woodbury | NY | 06/2024 | Present |
1) COMPASS ROSE STRATEGIC PARTNERS LLC; INVESTMENT RELATED; 426 BOSTON POST ROAD SUITE A WATERFORD, CT 06385;RIA;member,CCO,financial advisor,IAR,owner;10/12/2012;160 HRS/MONTH;6.5 HRS/TRADING DAY; comprehensive financial planning 2) INSURANCE (APPOINTMENTS WITH MULTIPLE CARRIERS);INVESTMENT RELATED; 426 BOSTON POST ROAD SUITE A WATERFORD, CT 06385; INSURANCE AND ANNUITIES; AGENT; 10/12/2012; HRS/MONTH VARY; HOURS DAY VARY; COMPREHENSIVE FINANCIAL PLANNING. 3) Vanderbilt Securities, LLC 125 Froehlich Farm Blvd., Woodbury, NY 11797;Broker-dealer; investment related, Registered representative, 6/2024, 40+ hours a month, 1.5 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
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