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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-07 |
| CA | RA | APPROVED | 2010-08-19 |
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 |
|---|---|---|---|---|
| Prime Life Agency | Melville | NY | 02/1996 | Present |
| Vanderbilt Securities | Melville | NY | 11/2001 | Present |
| Vanderbilt Financial Group | Melville | NY | 01/2002 | Present |
| Sterling Monroe Securities, Llc | Woodbury | NY | 10/2018 | Present |
| Consolidated Portfolio Review Corp | Woodbury | NY | 07/2020 | Present |
| Impactu.INvestments, Llc | Woodbury | NY | 10/2018 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 09/2000 | Present |
| Ark Global | Woodbury | NY | 01/2023 | Present |
1) VANDERBILT CAPITAL, LLC. Not investment related. Start Date: 12/01/2001. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: CEO. Duties: Partial ownership of another business No duties. Time during regular hours: 0%. 2) VANDERBILT FINANCIAL GROUP. Not investment related. Start Date: 01/01/2001. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: President. Duties: Management and Bookkeeping paying expenses of other entities. Time during regular hours: 0%. 3) PRIME LIFE AGENCY. Not investment related. Start Date: 01/01/2001. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: CEO. Duties: Management of insurance agency. Time during regular hours: 0%. 4)- ANNUITY DEPOT dba VANDERBILT INSURANCE. Not investment related. Start Date: 29/06/2005. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: Owner. Duties: Life and Health Insurance processing. Time during regular hours: 0%. 5)- 987,374 GB, LLC - REAL ESTATE HOLDING COMPANY. Not investment related. Start Date: 13/03/2013. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: Owner. Duties: Property Management. Time during regular hours: 0%. 6)- JOHN W. BROWER JR. FOUNDATION. Not investment related. Start Date: 01/01/2015. Address: 32-75 Steinway Street. Astoria, Queens, NY 11103. Title: Board Member. Duties: Board Member. Time spent: 0%. 7) IMPACTU.FILM, LLC. Not investment related. Start Date: 01/04/2018. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: Owner/Producer. Duties: Director and Producer of impactful documentaries. Time spent: 0%. 8) ImpactU.Investments, LLC. Investment related. Start Date: 19/12/2016. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: Principal. Duties: single business broker dealer of private placements. Time spent: 0%. 9) ImpactU.Fund LLC. Not investment related. Start date: 10/28/2023. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: Manager. Duties: ImpactU.Fund is the entity that handles the administrative activities relating to the books I am authoring. Time spent less than 5%. 10) Entrepreneurs Organization EO. Not investment related. Title: Volunteer/Founding member/UN Ambassador to Entrepreneurs. Duties: virtual and offsite meetings sharing business best practices. Time spent is 0. 11)Consolidated Portfolio Review (CPR) - IA Firm - CEO-Owner - CPR is an affiliate to VFG entities. 12) Build Kit Boards (BKB). Not investment related. Start date: 11/09/2022. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: Treasurer Duties: advisor and oversee books and records as treasurer. Time spent: 0%. 13) Pitchology. Not investment related. Start date: 10/28/2023. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: Author. Duties: Author of book. No ongoing duties. Time spent: 5%. 14) Once Upon a Time in Entrepreneur Land. Start date: 11/01/2023. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: Book Author. Duties: Book Author. Time spent: 5%. 15) Private Investor Network. Not investment related. Start date: 01/02/2024. Address: 125 Froehlich Farm Blvd Woodbury NY, 11797. Title: Creator, Designer. Duties: Create a dashboard and app - The Private Investor Network (PIN) is for both seasoned entrepreneurs ready to invest in new ideas and relatively new entrepreneurs who have the ideas but need capital. The PIN is a community where experienced entrepreneurs get the chance to invest in fellow entrepreneurs. On the flip side, investable entrepreneurs will be able to find experienced entrepreneurs to back their businesses. PIN was created to make the painful process of raising capital and tracking those investments easier on everyone. Time spent: 5%. 16) True Gritt LTD dba Vanderbilt Financial Group. Not investment-related. Start date: 07/09/2010. Address: 125 Froehlich Farm Blvd, Woodbury, NY 11797. Duties: Marketing name/payroll/compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-09 |
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