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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-23 |
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 |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Melville | NY | 02/2018 | 07/2023 |
| Park Avenue Securities, Llc | Melville | NY | 04/2018 | 07/2023 |
| Unemployed | Mineola | NY | 05/2016 | 01/2018 |
| Vanderbilt Financial Group | Woodbury | NY | 07/2023 | Present |
1) New York State Insurance License. Not investment related. Start date: 11/15/2021. Address: 125 Froehlich Farm Blvd, Woodbury NY, 11797. Title: Holder of New York State Insurance License. Duties: I have NY State Life Insurance License. The license is for work at Vanderbilt. Time spent during regular hours: 0%. 2) True Gritt LTD dba Vanderbilt Financial Group. Not investment-related. Start date: 07/10/2023. Address: 125 Froehlich Farm Blvd, Woodbury, NY 11797. Duties: Marketing name/payroll/compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-03 |
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