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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-25 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-25 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 06/2013 | 03/2017 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 03/2017 | 09/2020 |
| Vanderbilt Securities, Llc | Woodbury | NY | 09/2020 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 09/2020 | Present |
| Consolidated Portfolio Review | Woodbury | NY | 07/2022 | Present |
True Gritt LTD dba Vanderbilt Financial Group. Not investment-related. Start date: 09/09/2020. Address: 125 Froehlich Farm Blvd, Woodbury, NY 11797. Duties: Marketing name/payroll/compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-25 |
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