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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-09-22 |
| NV | RA | APPROVED | 2022-09-22 |
| TX | RA | APPROVED_RES | 2022-09-09 |
Branch Locations
2298 W. Horizon Rd Pkwy Ste 106, Henderson, NV 89052 • United States
8030 E. Spouse Dr, Ste A, Prescott Valley, AZ 86314 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial West Group | Westlake Village | CA | 12/2003 | 08/2017 |
| National One Tax Advisors | Henderson | NV | 01/2010 | Present |
| Western International Securities, Inc. | Pasadena | CA | 08/2017 | 09/2022 |
| Vanderbilt Securities, Llc | Woodbury | NY | 09/2022 | Present |
| Consolidated Portfolio Review | Woodbury | NY | 09/2022 | Present |
1) National One Tax Advisors; Non Investment-Related. Start date: 01/01/2010. Address: 2298 W. Horizon Ridge Pkwy, Ste. 106, Henderson, NV 89052; Tax Preparations Services; Part Owner 2) National One Insurance Advisors; Non Investment-Related; Start date: 01/01/2010. Address: 2298 W. Horizon Ridge Pkwy, Ste. 106, Henderson, NV 89052; Life Insurance & Annuity Agency; Insurance Agent/Co-Owner 3) National One Advisors; Investment Related; 2298 W. Horizon Ridge Pkwy, Ste 106, Henderson NV 89052; DBA name used for all securities business; part owner. 4)Starlight Mountain Properties LLC. Not Investment related. Start date: 04/01/2023 Address: 622 N. Parawan St Henderson Nevada, 89015. Title: Part Owner and Manager of LLC. Duties: Purchase Real Estate, Rehab properties, Co-manage AirBNB's and sell properties.. Time spent during regular hours:5%. 5) Luxe Cheesecakes and desserts. Not investment related. Start date: 04/05/2024. Address: 622 N Parawan St, Henderson Nevada, 89015. Title: Helper. Duties: Help with preparing the truck and moving it from different locations, I will be assisting her in running the business.. Time spent during regular hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-18 |
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