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Current Employers
Consolidated Portfolio Review Corp

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-03
  • NY RA
    APPROVED
    Since 2021-11-03

Branch Locations

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Vanderbilt Advisory Services

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-03
  • NY RA
    APPROVED
    Since 2021-11-03

Branch Locations

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sterling Monroe Securities, Llc Locust Valley NY 05/2005 03/2018
Consolidated Portfolio Review Corp Locust Valley NY 05/2005 03/2018
Vanderbilt Securities, Llc Woodbury NY 03/2018 03/2021
Vanderbilt Advisory Services Woodbury NY 03/2018 03/2021
Vanderbilt Advisory Services Woodbury NY 11/2021 Present
Vanderbilt Securities, Llc Woodbury NY 11/2021 Present
Consolidated Portfolio Review Corp Woodbury NY 11/2021 Present
Gm Advisory Group, Inc Melville NY 03/2021 10/2021
Previous Registrations
Other Businesses

True Gritt LTD dba Vanderbilt Financial Group. Not investment-related. Start date: 11/01/2021. Address: 125 Froehlich Farm Blvd, Woodbury, NY 11797. Duties: Marketing name/payroll/compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-10
  • S66 Uniform Combined State Law Examination
    2006-05-10
Other Names
  • Steven Howe

View on SEC IAPD

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