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Current Employers
Vanderbilt Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-30
AL RA APPROVED 2024-09-16
IN RA APPROVED 2024-08-30
  • TX RA
    APPROVED_RES
    Since 2024-09-30
  • AL RA
    APPROVED
    Since 2024-09-16
  • IN RA
    APPROVED
    Since 2024-08-30

Branch Locations

3925 River Crossing Pkwy, Suit 140, Indianapolis, IN 46240 • United States

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

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Indianapolis IN 11/2000 03/2020
Ameriprise Financial Services, Llc Indianapolis IN 03/2020 07/2024
Vanderbilt Financial Group Woodbury NY 08/2024 Present
  • 11/2000 → 03/2020
    Ameriprise Financial Services, Inc.
    Indianapolis, IN
  • 03/2020 → 07/2024
    Indianapolis, IN
  • 08/2024 → Present
    Vanderbilt Financial Group
    Woodbury, NY
Previous Registrations
Other Businesses

1) Own Bilitz and Associates LLC. Not Investment related. Start date: 08/15/2024. Address: 3925 River Crossing Pkwy Suite 140, Indianapolis Indiana, 46240. Title: Owner. Duties: Paying overhead such as rent and salaries. Time spent during regular hours: 5%. 2) Endeavor Financial Group. Not Investment related. Start date: 08/15/2024. Address: 3925 River Crossing Pkwy Suite 140, Indianapolis Indiana, 46240. Title: President. Duties: The sale of Fixed insurance products to individuals. Time spent during regular hours: 25%. 3) Maxmyannuityincome.com. Investment related. Start date: 08/10/2026. Address: Website. Title: President. Duties: MaxMyAnnuityIncome.com is an educational website that helps individuals evaluate whether their current annuity is still competitive. Through a complimentary annuity audit, visitors can compare their existing contract with today's available options to identify opportunities for a better retirement income, improved benefits, lower costs, or greater flexibility, without any obligation. I will be educating and answering prospects questions regarding our offered annuities. Time spent during regular hours: 90%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-16
S63 Uniform Securities Agent State Law Examination 1992-03-04
  • S66 Uniform Combined State Law Examination
    2001-01-16
  • S63 Uniform Securities Agent State Law Examination
    1992-03-04

View on SEC IAPD

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