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Current Employers
Consolidated Portfolio Review Corp

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-26
NY RA APPROVED 2025-06-03
  • TX RA
    APPROVED_RES
    Since 2025-06-26
  • NY RA
    APPROVED
    Since 2025-06-03

Branch Locations

Alexandria Bay, NY • United States

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

Disclosures

2 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ibn Financial Services, Inc Liverpool NY 06/2004 05/2025
Cambridge Investment Research, Inc. Fairfield IA 05/2025 06/2025
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2025 06/2025
Vanderbilt Securities, Llc Woodbury NY 06/2025 Present
Consolidated Portfolio Review Corp Woodbury NY 06/2025 Present
Previous Registrations
  • 2025-05-05 → 2025-06-26
    Alexandria Bay, NY
    Liverpool, NY
  • 2021-07-16 → 2025-06-24
    Liverpool, NY
    Liverpool, NY
    Newark, NY
    East Stroudsburg, PA
    Elmira, NY
    Waterford, NY
    Potsdam, NY
    Binghamton, NY
    Oneida, NY
    Liverpool, NY
    Alexandria Bay, NY
  • 2003-07-17 → 2004-07-02
    Sentra Securities Corporation
    Syracuse, NY
Other Businesses

Music performance, recording sales, publishing. Not Investment Related. Start date: 06/06/2025. Address: 42940 Seaway Avenue, Alexandria BayNew York 13607. Title: Duties: Perform, sell recorded music, publish music, record other musicians. Time spent during regular hours: 0%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-27
S63 Uniform Securities Agent State Law Examination 1993-06-17
  • S66 Uniform Combined State Law Examination
    2002-11-27
  • S63 Uniform Securities Agent State Law Examination
    1993-06-17

View on SEC IAPD

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