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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2017-07-26 |
Branch Locations
55 Main Street Suite 415, Newmarket, NH 03857 • 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 |
|---|---|---|---|---|
| Financial West Group | New Market | NH | 05/1999 | 07/2017 |
| Hdb Investment Group, Llc | Newmarket | NH | 02/2007 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 07/2017 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 07/2017 | Present |
1) HDB Investment Group, LLC-Non-Investment related. Start date:10/25/2022. Address: 55 Main Street, Suite 415, Newmarket, NH 03857. Title: Managing Member. Duties: Financial Advisory services. Time spent during regular hours: 5%. 2) SELT NH Investment Committee Member. Investment related. Start date: 09/01/2020. Address: 55 Main Street Suite 415, Newmarket NH, 03857. Title: Investment Committee Member. Duties: Member of the Investment Committee. Time spent during regular hours: 5%. 3) Wentworth Watershed Association. Investment related. Start date: 08/06/2021. Address: 55 Main Street Suite 415, Newmarket NH, 03857. Title: Investment Committee. Duties: Member, Board of Directors - Mission - to protect & preserve the Wentworth Watershed; member of finance and investment committees; in an advisory capacity to oversee & monitor performance of outside investment accounts. Time spent during Regular hours is 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-02 |
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