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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-03 |
| FL | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED_RES | 2025-03-28 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
2 disclosure categories 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 | Orlando | FL | 04/2017 | 12/2024 |
| Florida A&M University | Tallahassee | FL | 08/2016 | 12/2016 |
| Unemployed | Orlando | FL | 01/2017 | 03/2017 |
| Tech Startup Rotation Program | New York | NY | 01/2017 | 02/2017 |
| Bank Of America, N.A. | Orlando | FL | 11/2017 | 01/2025 |
| Vanderbilt Financial Group | Woodbury | NY | 03/2025 | Present |
Curbelo Wealth Management Group LLC. Not Investment related. Start date: 01/01/2025. Address: 2247 Crosston Circle Orlando, FL 32824. Title: President. Duties: I am affiliated with Vanderbilt Financial Group (VFG) as a 1099 independent financial advisor. Curbelo Wealth Management Group LLC is an outside business I own and operate solely for marketing, branding, and administrative purposes in support of my advisory practice conducted through VFG. All investment advisory services are provided exclusively under VFG's supervision. Curbelo Wealth Management Group LLC does not independently provide financial advice, manage assets, or offer securities. It exists strictly as a business identity and support entity aligned with my approved activities through VFG and does not create any conflicts of interest. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-12 |
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