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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-17 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-17 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
20 Commerce Dr Suite 135, Cranford, NJ 07016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-08-06 |
Branch Locations
Lakeside, CA • United States
El Cajon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wbb Securities, Llc | San Diego | CA | 03/2011 | Present |
| Allied Millennial Partners | New York | NY | 01/2020 | 05/2020 |
| Vanderbilt Securities, Llc | Woodbury | NY | 09/2020 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 09/2020 | 12/2020 |
1) Consultant - occasional consulting, trade review, etc. for various firms when requested. Not a permanent position and not specific to any particular firm. Time spent varies - primarily outside of market hours. 2) WBB Securities, LLC. Investment related. Start date: 11/03/2024. Address: 3111 Camino Del Rio N Ste. 400, San Diego CA, 92108. Title: Managing Director. Duties: General securities trading & operations. Time spent during regular hours: 15%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-24 |
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