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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-08-29 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
160 Durham Ave., Suite 105, Metuchen, NJ 08840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Metuchen | NJ | 01/2016 | 08/2017 |
| Vanderbilt Securities, Llc | Woodbury | NY | 08/2017 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 08/2017 | Present |
1) Max Mintz - Consultant; interviewed as an expert on the Independent Broker/Dealer space by a consulting firm; provide guidance to the end client for business strategy; duration - one time, with potential for future engagements; time spent during regular business hours - 0. 2) Common Interests, LLC - established 2/14/2020 - 100% Owner - DBA used to conduct all securities business - 160 hours per month 3) Fixed Insurance Sales. Not Investment Related. Start date: 03/01/2023. Address: 160 Durham Ave Suite 105 Metuchen NJ, 08840. Title: Independent life insurance agent. Duties: I am an Independent life insurance agent. Time spent during regular hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-27 |
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