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Current Employers
Consolidated Portfolio Review Corp

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-31
IN RA APPROVED 2026-08-27
  • NY RA
    APPROVED
    Since 2026-08-31
  • IN RA
    APPROVED
    Since 2026-08-27

Branch Locations

Fishers, IN • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Vanderbilt Advisory Services

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-31
IN RA APPROVED 2026-08-27
  • NY RA
    APPROVED
    Since 2026-08-31
  • IN RA
    APPROVED
    Since 2026-08-27

Branch Locations

Fishers, IN • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Celadon Trucking Indianapolis IN 06/2015 10/2017
Envigo, Rms Indianapolis IN 10/2017 12/2017
Publix Tampa FL 06/2018 06/2019
J.W. Cole Financial, Inc. Tampa FL 06/2019 03/2022
Unemployed Indianapolis IN 12/2017 06/2018
J.W. Cole Advisors, Inc. Tampa FL 07/2020 03/2022
Lpl Financial Llc Tampa FL 04/2022 08/2026
Vanderbilt Securities, Llc Woodbury NY 08/2026 Present
  • 06/2015 → 10/2017
    Celadon Trucking
    Indianapolis, IN
  • 10/2017 → 12/2017
    Envigo, Rms
    Indianapolis, IN
  • 06/2018 → 06/2019
    Publix
    Tampa, FL
  • 06/2019 → 03/2022
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 12/2017 → 06/2018
    Unemployed
    Indianapolis, IN
  • 07/2020 → 03/2022
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 04/2022 → 08/2026
    Tampa, FL
  • 08/2026 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
Previous Registrations
Other Businesses

Wyzant. Not Investment related. Start date: 12/13/2024. Address: 11438 Stones Ct Unit 100 Fishers, IN 46037. Title: Tutor. Duties: Tutoring of students preparing for FINRA Series 7 exam. Time spent during regular hours: 0%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-01
S63 Uniform Securities Agent State Law Examination 2011-12-16
  • S66 Uniform Combined State Law Examination
    2020-07-01
  • S63 Uniform Securities Agent State Law Examination
    2011-12-16

View on SEC IAPD

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