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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-05 |
| TX | RA | APPROVED | 2021-01-26 |
Branch Locations
7067 E. Genesee Street, Fayetteville, NY 13066 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | East Syracuse | NY | 12/2008 | 01/2021 |
| Hansen'S Advisory Services, Inc. | Fayetteville | NY | 01/2013 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 01/2021 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 01/2021 | Present |
1) Hansen's Advisory Services, INC. Not Investment Related. Start Date: 01/26/2021. Address: 7076 East Genesee Street, Fayetteville NY. 13035. Title: Advisor. Duties: Sales of insurance products including life, disability, long term care and annuities to clients if requested or indicated in their financial plan. Time spent during regular hours: 5%. 2) Tax Services. Not Investment Related. Start Date: 12/26/2022. Address: 7076 East Genesee Street, Fayetteville NY. 13035. Title: Tax Preparer. Duties: Tax Preparer for investment clients and non-clients. Time spent during regular hours: 20%. 3) Singing Solutions, Inc. Not Investment Related. Start Date: 08/20/2024. Address: 350 West Fayette Street, Syracuse NY, 13202. Title: Board Member/Treasurer. Duties: This is a brand new non profit organization. I am a member of a newly formed board. Our first board meeting is September 6th. As treasurer, I will be working on a budget and financial reporting/accounting. Time spent during regular hours: 20%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-14 |
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