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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-06-03 |
Branch Locations
505 N. 4Th St, Ste 202, Fairfield, IA 52556 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 09/2012 | 01/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2018 | 05/2020 |
| Not Employed | Chandler | AZ | 02/2018 | 07/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2018 | 05/2020 |
| Td Ameritrade | Corte Madera | CA | 05/2020 | 09/2021 |
| E*Trade Securities Llc | San Diego | CA | 03/2022 | 05/2022 |
| E*Trade Capital Management Llc | San Diego | CA | 04/2022 | 05/2022 |
| None | San Diego | CA | 10/2021 | 03/2022 |
| Morgan Stanley | San Diego | CA | 12/2022 | 03/2023 |
| Morgan Stanley | San Diego | CA | 09/2023 | 03/2024 |
| Morgan Stanley | San Diego | CA | 03/2023 | 03/2024 |
| None | San Diego | CA | 03/2024 | 05/2025 |
| Vanderbilt Securities, Llc | Woodbury | NY | 05/2025 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 05/2025 | Present |
| None | San Diego | CA | 05/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-24 |
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