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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-02 |
Branch Locations
12 2Nd Mile Rd, Twisp, WA 98856 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 07/2005 | 11/2020 |
| The Floyd Company | Twisp | WA | 12/2004 | Present |
| Securities America, Inc. | Twisp | WA | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Twisp | WA | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Twisp | WA | 06/2024 | 12/2024 |
| Osaic Wealth, Inc. | Twisp | WA | 06/2024 | 12/2024 |
| Vanderbilt Financial Group | Woodbury | NY | 12/2024 | Present |
1) 2ND Mile Ltd. Not Investment related. Start date: 01/01/1991. Address: 125 N Methow Valley Hwy., Rm 11, Twisp WA 98856. Title: Owner. Duties: Tax Preparation. Time spent during regular hours: 50%. 2) TFC Holdings, LLC. Not Investment related. Start date: 05/21/2008. Address: 125 N Methow Valley Hwy., Rm 11, Twisp WA 98856. Title: Owner. Duties: Office rental. Time spent during regular hours: 0%. 3) MacWIiz. Not Investment related. Start date: 01/01/1991. Address: 125 N Methow Valley Hwy., Rm 11, Twisp WA 98856. Title: Owner. Duties: Fixed Annuities and Term Life Insurance sales. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-08 |
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