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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-29 |
Branch Locations
3261 Us Highway 441, Building D1, Fruitland Park, FL 34731 • 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 |
|---|---|---|---|---|
| International Assets Advisory | Orlando | FL | 01/2015 | 02/2023 |
| Vanderbilt Securities, Llc | Woodbury | NY | 02/2023 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 02/2023 | Present |
1) BRIN FINANCIAL. Not investment related. Start date: 06/10/2004. Address: 3261 US Highway 441, Building D-1, Fruitland Park FL, 34731. Title: Owner. Duties: Brin Financial is the DBA for fixed insurance business. Time spent during regular hours: 10%. 2) TruChoice Financial. Not investment related. Start date: 05/10/2015. Address: 3261 US Highway 441, Building D-1, Fruitland Park FL, 34731. Title: Agent. Duties: Appointed agent for the sale of fixed insurance products including life, health, disability, fixed, and indexed annuities. Time spent during regular hours: 5%. 3) Ash Brokerage. Not investment related. Start date: 06/10/2004. Address: 3261 US Highway 441, Building D-1, Fruitland Park FL, 34731. Title: Agent. Duties: Appointed agent for the sale of fixed insurance products including life, health, disability, fixed, and indexed annuities. Time spent during regular hours: 5%. 4) Fixed insurance sales. Not investment related. Start date: 09/10/2024. Address: 7539 Park Springs Circle, Orlando FL, 32835. Title: Licensed Agent. Duties: The FMO name is Aim Virtual Advisors. It also advertises under the name Annuity Gator. It's an FMO that provides fixed insurance related products for clients including life insurance, Long-term care, fixed or indexed annuities. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-24 |
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