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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-18 |
Branch Locations
22725 Old Canal Road, Yorba Linda, CA 92887 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gary Gray Financial Services | Anaheim | CA | 01/1988 | Present |
| Avantax Investment Services | Anaheim | CA | 05/2013 | 09/2025 |
| Avantax Advisory Services | Anaheim | CA | 06/2014 | 09/2025 |
| Gfs Inc | Yorba Linda | CA | 01/1988 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Yorba Linda | CA | 07/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Yorba Linda | CA | 09/2025 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 11/2025 |
| Vanderbilt Securities. Llc | Woodbury | NY | 11/2025 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 11/2025 | Present |
- GFS, INC. Not Investment related. Start date: 01/01/2000. Address: 22725 Old Canal Road, Yorba Linda, CA 92887. Title: IRS Enrolled Agent. Duties: Tax Preparation/Accounting services. Time spent during regular hours: 50%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-15 |
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