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Current Employers
Consolidated Portfolio Review Corp

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-06-11
  • NH RA
    APPROVED
    Since 2025-06-11

Branch Locations

230 Amherst Street, Nashua, NH 03063 • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wood Associates Nashua NH 01/2015 12/2021
Paramount Financial Group Nashua NH 12/2015 Present
Kulch Insurance Group Nashua NH 03/2017 12/2021
Next Financial Group Nashua NH 06/2017 06/2020
Ages Financial Services, Ltd. Reading MA 06/2020 09/2024
Trust Advisory Group Ltd Reading MA 06/2020 05/2025
Stonex Securities Inc Nashua NH 10/2024 05/2025
Vanderbilt Securities, Llc Woodbury NY 05/2025 Present
Consolidated Portfolio Review Corp Woodbury NY 05/2025 Present
  • 01/2015 → 12/2021
    Wood Associates
    Nashua, NH
  • 12/2015 → Present
    Paramount Financial Group
    Nashua, NH
  • 03/2017 → 12/2021
    Kulch Insurance Group
    Nashua, NH
  • 06/2017 → 06/2020
    Next Financial Group
    Nashua, NH
  • 06/2020 → 09/2024
    Ages Financial Services, Ltd.
    Reading, MA
  • 06/2020 → 05/2025
    Reading, MA
  • 10/2024 → 05/2025
    Stonex Securities Inc
    Nashua, NH
  • 05/2025 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
  • 05/2025 → Present
    Woodbury, NY
Previous Registrations
  • 2020-06-30 → 2025-05-28
    Birmingham, AL
    Nashua, NH
  • 2019-12-05 → 2020-06-24
    Next Financial Group, Inc.
    Nashua, NH
    Nashua, NH
Other Businesses

1) Paramount Financial Group, LLC. Investment Related. Start date: 12/15/2015. Address: 230 Amherst St. Nashua, NH 03063. Title: President / Owner. Duties: Performing operations, management, investments, planning, trading, sales, client service, etc. Time spent during regular hours: 100%. 2) AM Northwoods Investments, LLC. Investment Related. Start date: 10/21/2016. Address: 191 W Hollis St Nashua, NH 03060. Title: Co-Owner. Duties: Future potential purchase / invest in real estate and land. Time spent during regular hours: 0%. 3) ReGenerative Roots Association. Start date: 07/15/2013. Address: 191 W Hollis St Nashua, NH 03060. Title: Director of Community Development. Duties: Board Member - Voting on decisions and direction of the non profit's mission, projects, and community based programs. Time spent during regular hours: 1%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-05
S63 Uniform Securities Agent State Law Examination 2005-09-30
  • S65 Uniform Investment Adviser Law Examination
    2019-12-05
  • S63 Uniform Securities Agent State Law Examination
    2005-09-30
Other Names
  • Anthony D Harvey-Mcmullen
  • Anthony Donald Mcmullen
  • Anthony Donald Harvey Mcmullen

View on SEC IAPD

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