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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-20 |
| TX | RA | APPROVED_RES | 2023-03-20 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc | Roslyn | NY | 01/2011 | 09/2016 |
| Cuna Mutual | Waverly | IA | 09/2016 | 11/2021 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2016 | 11/2021 |
| Lpl Financial Llc | Williston Park | NY | 12/2021 | 02/2023 |
| Sterling National Bank | Williston Park | NY | 12/2021 | 08/2022 |
| Financial Resources Group Investment Services, Llc | Williston Park | NY | 12/2021 | 08/2022 |
| Vanderbilt Securities, Llc | Woodbury | NY | 03/2023 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 03/2023 | Present |
Senior Services of North America (SSNA), Medicare (Advantage and Medicare Supplement plans). Not investment related. Start date: 10/15/2024. Address: 235 Kensington Road, Garden City NY, 11530. Title: Insurane Sales. Duties: Help Seniors compare various Medicare Advantage, Medigap, and Part D prescription drug plans. Time spent during regular hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-07 |
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