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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-02 |
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Charlestown | MA | 01/2012 | 10/2021 |
| Keenan Financial | Boston | MA | 10/2021 | 10/2022 |
| Scf Securities, Inc. | Fresno | CA | 10/2022 | 10/2024 |
| Scf Investment Advisors, Inc. | Fresno | CA | 10/2022 | 10/2024 |
| Parkland Securities Llc. | Ann Arbor | MI | 10/2024 | 08/2025 |
| Sigma Planning Corp. | Ann Arbor | MI | 10/2024 | 08/2025 |
| Vanderbilt Securities, Llc | Woodbury | NY | 08/2025 | Present |
| Consolidated Portfolio Review Corp | Woodbury | NY | 08/2025 | Present |
DBA - Dalton Wealth Group. Investment related. Start date: 09/17/2021. Address: 30 Crooked Ln Duxbury MA 02332. Title: President & CEO. Duties: Wealth Management & Protection Planning. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-13 |
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