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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-30 |
| AL | RA | APPROVED | 2024-09-16 |
| IN | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-04 |
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