Jeffrey A Higgs

Current Employers

Employment History

• 12/2008 → Present
  Consolidated Portfolio Review Corp
  Locust Valley, NY
• 12/2008 → Present
  Sterling Monroe Securities, Llc
  Locust Valley, NY
• 09/2018 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY

Previous Registrations

• 2014-07-10 → 2020-07-16
  Structured Capital Designs, Inc.
  Locust Valley, NY
• 2019-06-06 → 2019-07-17
  3D Wealth Ria, Llc
  Locust Valley, NY
• 2010-05-05 → 2016-12-31
  Consolidated Portfolio Review Corp
  Woodbury, NY

Other Businesses

1) DIEFENDORF PLANNING SERVICES, LTD.; INSURANCE; SALE OF INSURANCE PRODUCTS; 20 HOURS/MONTH 2) WOLFEBORO SCHOOL; BOARD MEMBER; OUTREACH/ADMIN; 4 HOURS/MONTH; 3) CONSOLIDATED PORTFOLIO REVIEW CORP.; ADVISOR/ADMIN; 5 HOURS/MONTH; 4) RETIREMENT PLANNING & ADMINISTRATION; QUALIFIED PLAN ADMINISTRATION; 5 HOURS/MONTH; 5) 3D WEALTH INSURANCE SERVICES, LLC; INSURANCE AND INSURANCE PRODUCTS ADMINISTRATION; 30 HOURS/MONTH; 6) HHN LEGACY FINANCIAL PARTNERS, LLC LOCATED AT 168 FOREST AVENUE, SUITE 101, LOCUST VALLEY, NY 11560. START DATE: 02/26/2018, POSITION: MEMBER, COMPANY RUNS AS A LEGAL AGREEMENT ON COMPENSATION TO EACH OF THE PARTNERS, THERE IS NO ACTIVITY EXCEPT DISTRIBUTION OF INCOME EARNER AS ADVISORS. APPROXIMATELY 1 HOUR PER MONTH. 7) 3D Wealth Management Services. Not Investment Related. Start Date: 07/01/2020. Address: 168 Forest Avenue Suite 101 Locust Valley NY, 11560. Title: President. Duties: help oversee and run administrative items for business. Time spent during regular hours: 5%. 8) JCD Forest Avenue Realty, LLC. Not Investment Related. Start Date: 06/30/2025. Address: 168 Forest Avenue Locust Valley, NY 11560. Title: Owner. Duties: help with property management and collecting rents from tenants. Time spent during regular hours: 5%.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-14

Designations