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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
3 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 |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 10/2010 | 09/2017 |
| Em- Greenville | Greenville | SC | 10/2017 | Present |
| Mallard Creek Hoa | Greenville | SC | 10/2017 | 12/2019 |
| Cary E. Urich | Greenville | SC | 10/2017 | 12/2023 |
| Streamline Asset Management, Llc | Greenville | SC | 07/2017 | 12/2023 |
| Streamline Asset Management, Llc | Greenville | SC | 07/2017 | 12/2023 |
| Crump (Fmo/Imo) | Farmington | CT | 10/2017 | 01/2023 |
| Wealthvest (Fmo/Imo) | Bozeman | MT | 10/2017 | 01/2023 |
| United Planners Financial Services | Scottsdale | AZ | 09/2017 | 12/2023 |
| Vanderbilt Securities, Llc | Woodbury | NY | 01/2024 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 01/2024 | Present |
| Consolidated Portfolio Review Corp | Woodbury | NY | 05/2025 | Present |
1) Fixed Insurance Sales. Not investment related. Start date: 10/01/2017. Address: 330 E. Coffee St. Greenville SC, 29601. Title: Insurance Agent. Duties: Will provide Fixed Annuities, MYGAs, Equity Indexed Annuities, and Life Insurance to meet the needs of StreamLine clients based on in-depth needs analysis. Time spent during regular hours: 15%. 2) Simplicity (FMO/IMO). Annuity and Life Products. Investment related. Start date: 10/01/2017. Address: 330 E. Coffee St. Greenville SC, 29601. Title: Insurance Agent. Duties: Simplicity is FMO/IMO to help provide strategies and insurance-based financial products to meet client needs. Time spent during regular hours: 10%. 3) EM-Greenville. Not investment related. Start date: 10/01/2017. Address: 2 Wakefield Ct. Greenville SC, 29615. Title: President. Duties: As President, my duties are to lead the annual board meetings and to help guide the entity to most efficiently spread the Gospel. Time spent during regular hours: 0%. 4) StreamLine Asset Management, LLC. Investment related. Start date: 07/10/2017. Address: 330 E. Coffee St. Greenville SC, 29601. Title: Partner. Duties: Marketing purposes only. Time spent during regular hours: 95%. 5) StreamLine Asset Management, LLC. Not Investment related. Start date: 07/10/2017. Address: 330 E. Coffee St. Greenville SC, 29601. Title: Partner. Duties: Payroll Only. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-05 |
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