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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-02 |
Branch Locations
5000 Parkway Calabasas Suite 202, Calabasas, CA 91302 • United States
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 |
|---|---|---|---|---|
| Self Employed | Los Angeles | CA | 02/2015 | Present |
| Miramontes Capital, Llc | Newport Beach | CA | 08/2025 | 02/2026 |
| Vanderbilt Securities, Llc | Woodbury | NY | 02/2026 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 02/2026 | Present |
1) Harbor Light Financial Strategies. Investment related. Start date: 02/15/2015. Address: 738 S. Los Angeles Street, 706 Los Angeles CA 90014. Title: Financial Professional. Duties: Financial education, Life Insurance and Fixed Annuity Sales. Time spent during regular hours: 75%. 2) Bottom Line Concepts. Not investment related. Start date: 10/01/2022. Address: 738 S. Los Angeles St. 706, Los Angeles, CA 90014. Title: Consultant. Duties: Referred business owners to the advisors at Bottom Line Concepts for access to ERTC Tax Credit Program. Program is now closed and there is no activity but this OBA remains active as I have residual referral trails. Time spent during regular hours: 0%. 3) Champion Health. Not Investment related. Start date: 09/01/2025. Address: 738 S. Los Angeles St. 706, Los Angeles, CA 90014. Title: Consultant. Duties: Refer business owners to Champion Health Representatives to add a Section 125 Cafeteria plan as an additional health care benefit to their employees. Time spent during regular hours: 1%. 4) We Are Brave Together. Not Investment related. Start date: 05/09/2023. Address: 738 S. Los Angeles St. 706, Los Angeles, CA 90014. Title: Board Member. Duties: Quarterly Board Meetings. Time spent during regular hours: 0%. 5) Yes I Can Unity Through Music. Not Investment related. Start date: 03/29/2022. Address: 738 S. Los Angeles St. 706, Los Angeles, CA 90014. Title: Board Member. Duties: Board Member. Time spent during regular hours: 0%. 6) High Score Financial. Not Investment related. Start date: 10/01/2022. Address: 738 S. Los Angeles St. 706, Los Angeles, CA 90014. Title: Consultant. Duties: Refer individuals and companies to High Score Financial to access a program to improve their credit scores. Time spent during regular hours: 1%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
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