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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-12 |
Branch Locations
1827 Walden Office Square Suite 520 Suite 203, Schaumburg, IL 60173 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 05/2013 | 09/2021 |
| Michael J. Bora & Associates | Park Ridge | IL | 09/2014 | Present |
| Vanderbilt Financial Services, Llc | Woodbury | NY | 09/2021 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 07/2022 | Present |
1)Michael J. Bora & Associates; investment related;1400 Renaissance Drive, Suite 203,Park Ridge, IL 60068;registered branch office; administrator/operations manager;5/2013;140 hrs./month; 6.5 hrs. during trading; back office, operations processing, client support, marketing, new business processing. 2) Shannon Bora-Cooper. Not investment related. Start date: 09/01/2014. Address: 1400 Renaissance Drive, Suite 203,Park Ridge, IL 60068. Title: Insurance Agent. Duties: Life Insurance / Annuity sales. time spent during business hours 25%. 3) Shannon Bora-Cooper. Not investment related. Start date: 09/10/2021. Address: 1400 Renaissance Drive, Suite 203,Park Ridge, IL 60068. Title: Insurance Agent. Duties: Insurance Product Sales. time spent during business hours 20%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
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