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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
| CA | RA | APPROVED | 2025-10-10 |
Branch Locations
2050 Main Street, Suite 950, Irvine, CA 92614 • 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 |
|---|---|---|---|---|
| Chatterton & Associates, The Wealth Management Team, Inc. | Anaheim | CA | 05/2013 | 06/2021 |
| Spire Securities, Llc | Mclean | VA | 06/2021 | Present |
| Spire Wealth Management, Llc | Mclean | VA | 06/2021 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 10/2025 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 10/2025 | Present |
1)INSURANCE POSITION: STATUTORY AGENT NATURE: CORPORATION INVESTMENT RELATED: YES NUMBER OF HOURS: 20 per week, INVESTMENT RELATED HOURS: 0 2)SCHOLARS' HOPE POSITION: Board Memeber NATURE: A non-profit organization helping 8-12th graders prepare for college via after school classes, study, and counseling programs. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2019 ADDRESS: 8071 Slater Ave, Ste 260, Huntington Beach CA 92647, United States DESCRIPTION: To help in organizational management, strategy, fundraising, and overall support for the organization and the kids it's helping prepare for college. 3)FRIENDSHIP SHELTER POSITION: Board Member NATURE: 501c3 Non Profit organization aimed at aiding to end homelessness in Southern Orange County INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2020 ADDRESS: PO Box 4252, Laguna Beach CA 92652, United States DESCRIPTION: To help in organizational management, strategy, fundraising, and overall support for the organization and helping get homeless people off the street and given the care and support they need. 4)CREVIER FAMILY FOUNDATION POSITION: Board Member NATURE: It's a Family foundation allocating family donations to support 501c3 non-profit organizations that we align with on values and goals for helping the less fortunate in our society. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2018 ADDRESS: 365-B Clinton Street, Costa Mesa CA 92626, United States DESCRIPTION: Research of non-profit organizations that we want to support with annual donations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-19 |
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