Best Investors Account Sign in
Current Employers
Wbb Securities, Llc

20 Commerce Dr Suite 135, Cranford, NJ 07016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-03
  • CA RA
    APPROVED
    Since 2022-10-03

Branch Locations

Lakeside, CA • United States

Vanderbilt Advisory Services

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-08-05
  • CA RA
    APPROVED
    Since 2020-08-05

Branch Locations

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Lakeside, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wbb Securities Lakeside CA 09/2022 Present
Allied Millennial Partners New York NY 01/2020 05/2020
Millennial Advisers New York NY 01/2020 05/2020
Vanderbilt Securities Llc Woodbury NY 08/2020 12/2023
Vanderbilt Advisory Services Woodbury NY 08/2020 12/2023
Impactu.INvestments, Llc Woodbury NY 08/2021 04/2022
Consolidated Portfolio Review Corp. Woodbury NY 09/2021 12/2023
Lightpath Capital, Inc. Southlake TX 01/2022 12/2023
Wbb Securities Lakeside CA 02/2013 09/2022
Vanderbilt Advisory Services Woodbury NY 01/2024 Present
Consolidated Portfolio Review Woodbury NY 01/2024 Present
Impactu.INvestments, Llc Woodbury NY 01/2024 Present
Ark Global Woodbury NY 01/2024 Present
Vanderbilt Securities, Llc Woodbury NY 01/2024 Present
  • 09/2022 → Present
    Wbb Securities
    Lakeside, CA
  • 01/2020 → 05/2020
    Allied Millennial Partners
    New York, NY
  • 01/2020 → 05/2020
    Millennial Advisers
    New York, NY
  • 08/2020 → 12/2023
    Vanderbilt Securities Llc
    Woodbury, NY
  • 08/2020 → 12/2023
    Woodbury, NY
  • 08/2021 → 04/2022
    Impactu.INvestments, Llc
    Woodbury, NY
  • 09/2021 → 12/2023
    Consolidated Portfolio Review Corp.
    Woodbury, NY
  • 01/2022 → 12/2023
    Lightpath Capital, Inc.
    Southlake, TX
  • 02/2013 → 09/2022
    Wbb Securities
    Lakeside, CA
  • 01/2024 → Present
    Woodbury, NY
  • 01/2024 → Present
    Consolidated Portfolio Review
    Woodbury, NY
  • 01/2024 → Present
    Impactu.INvestments, Llc
    Woodbury, NY
  • 01/2024 → Present
    Ark Global
    Woodbury, NY
  • 01/2024 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
Previous Registrations
Other Businesses

WBB Securities LLC. Investment related. Start date: 01/01/2024. Address: 9500 Harritt Rd Spc 13, Lakeside California, 92040. Title: CCO/CFO. Duties: art-time CCO/CFO for broker-dealer/RIA. Time spent during regular hours: 0%. True Gritt LTD dba Vanderbilt Financial Group Start date: 01/01/2024. Address: 125 Froehlich Farm Blvd, Woodbury, NY 11797. Duties: Reimbursement of expenses

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-03
S63 Uniform Securities Agent State Law Examination 2000-03-24
  • S66 Uniform Combined State Law Examination
    2013-06-03
  • S63 Uniform Securities Agent State Law Examination
    2000-03-24
Other Names
  • Michelle Thomas
  • Michelle Denise Klich
  • Michelle Denise Higgins
  • Michelle Denise Higgins

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lakeside, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor