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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-10-28 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 05/2012 | 10/2020 |
| Vanderbilt Securities, Llc | Woodbury | NY | 10/2020 | Present |
| Consolidated Portfolio Review Corp | Woodbury | NY | 10/2020 | Present |
1. 07/14/2010- OWNER OF RENTAL UNITS - SINGLE FAMILY HOMES. 2.FIXED INSURANCE SALES. NON-INVESTMENT RELATED. START DATE:10/11/2001. ADDRESS: 571 BLACKHAWK CLUB DR, DANVILLE CA.94506. TITLE: INDIVIDUAL. DUTIES: SELL FIXED OR TERM 2ND TO DIE INSURANCE CONTRACTS. TIME SPEND DURING REGULAR HOURS: 0%. 3. SUMMIT ADVISORS, LLC - INVESTMENT RELATED - 1464 DRAKE AVE BARLINGAME, CA 94010. START DATE: 10/11/2001. TITLE: FINANCIAL ADVISOR. DUTIES: THIS IS A SHELL COMPANY THAT I USE FOR MARKETING MY FINANCIAL ADVISORY BUISNISS. TIME SPEND DURING REGULAR HOURS: 0%. 4. WLF, INC. - INVESTMENT RELATED - OWNER - 571 BLACKHAWK CLUB DR, DANVILLE CA.94506 - PRESIDENT - CORPORATION THAT RECEIVES THE INCOME FROM RIA AND BD BUSINESS - 200 HR/MO, 120 HR/MO DURING TRADING - START DATE: 10/10/2001. 5. SCARGO LABS / AgroXtracts - Not investment related. Start Date: 04/13/2017. Address: 571 Blackhawk club Dr, Danville CA, 94506. Title: Owner of Scargo Labs / CEO of AgroXtracts. Duties: I own a hemp CBD manufacturing company, Scargo Labs. I sold all the assets of Scargo Labs (12-31-230 to AgroXtracts. They made me CEO of the company. Everything else remains the same. No financial responsibilities. Time spent during regular hours: 10%. 6.Acting as Trustee or Executor. Not investment related. Start date: 10/13/2005. Address: 571 Blackhawk club Dr Danville CA, 94506. Title: Trustee. Duties: I am a co-trustee on a friends irrevocable trust for his kids. His Father is the other trustee. I am only listed there in case his Father dies. His Father makes all the financial decisions although he passes them by me for additional approval. This is a static/passive non compensating role. The assets in the account are real estate. Time spent during regular hours: 0%. 7. Advanced Growth & Protection Formula 4. Not investment related. Start date: 01/01/2025 Address: 571 Blackhawk Club Dr Danville CA 94506. Title Owner. Duties: Meet with farmers to sell them an organic bio-stimulant and pest control product. Change the world of pesticides. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-19 |
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