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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-01-07 |
| MA | RA | APPROVED | 2021-02-09 |
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 |
|---|---|---|---|---|
| Unemployed/Studying | Pawtucket | RI | 08/2020 | 10/2020 |
| Norfolk Da's Office | Quincy | MA | 12/2016 | 07/2020 |
| Unemployed | Quincy | MA | 08/2016 | 11/2016 |
| Vanderbilt Securities, Llc | Woodbury | NY | 11/2020 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 12/2020 | Present |
1) Fixed Insurance Sales. Not investment related. Start date: 11/22/2024. Address: 26 Wood Road, Lincoln RI, 02865. Title: Insurance Producer. Duties: Meeting with clients to discuss their insurance needs. Finding appropriate insurance products to meet their needs. Explaining products to clients. Getting proper documentation for clients to purchase the suitable insurance products. Time spent during regular hours: 5%. 2) DBA Greenvest. Investment related. Start date: 01/01/2021. Address: 26 Wood Road Lincoln RI 02865. Title: Investment Advisor Representative. Duties: Being a Financial Advisor, buying and selling securities, doing financial planning, managing portfolios, selling insurance. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-31 |
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