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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2020-07-14 |
Branch Locations
2800 Woodlawn Dr., #287, Honolulu, HI 96822 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2015 | 07/2018 |
| Bankoh Investment Services, Inc. | Honolulu | HI | 07/2018 | 07/2020 |
| Vanderbilt Securities, Llc | Woodbury | NY | 07/2020 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 07/2020 | Present |
1) Ward Financial. Investment related. Start date: 12/24/2021. Address: 2800 Woodlawn Dr #287, Honolulu HI, 96822-1242. Title: President & CEO. Duties: Financial Planning partnership with Vanderbilt Financial Group. Time spent during regular hours: 100%. 2) Honolulu Community College. Not Investment related. Start date: 01/13/2025. Address: 3306 Manoa Road, Honolulu HI, 96822. Title: Instructor. Duties: Teaching two asynchronous online classes titled Work 194v Spring 2025. This is a work-study class. I will be helping to track student's progress by recording hours worked, supervisor evaluations, and making sure their conduct is appropriate for employment at Pearl Harbor. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-20 |
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