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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-09 |
Branch Locations
7067 E. Genesee Street, Fayeteville, NY 13066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Fayetteville | NY | 07/2010 | 01/2021 |
| Hansen's Advisory Services Inc. | Fayetteville | NY | 07/2010 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 01/2021 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 01/2023 | Present |
Hansen's Advisory Services. Investment related. Start date: 01/01/2024. Address: 7067 East Genesee Street, Fayetteville NY, 13066. Title: Client Relations Manager. Duties: Advising clients, admin duties, client communication, conduct and assist in client meetings, eMoney Financial Planning, CRM maintenance, form prep, operations processing, 160 hours per month. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-14 |
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