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Current Employers
Consolidated Portfolio Review Corp

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2026-06-11
  • WV RA
    APPROVED
    Since 2026-06-11

Branch Locations

23 Chase Drive, Hurricane, WV 25526 • United States

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
Vanderbilt Securities, Llc Woodbury NY 06/2026 Present
Consolidated Portfolio Review Woodbury NY 06/2026 Present
Cetera Financial Specialists Schaumburg IL 01/2014 06/2026
Cetera Investment Advisers Llc Schaumburg IL 01/2015 06/2026
  • 06/2026 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
  • 06/2026 → Present
    Consolidated Portfolio Review
    Woodbury, NY
  • 01/2014 → 06/2026
    Cetera Financial Specialists
    Schaumburg, IL
  • 01/2015 → 06/2026
    Schaumburg, IL
Previous Registrations
Other Businesses

- Greenleaf Associates Inc. Not Investment related. Start date: 12/2/2013. Address: 23 Chase Drive, Hurricane, WV 25526. Title: Accountant. Duties: Accounting and Tax Preparation. Time spent during regular hours: 40%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-05
  • S66 Uniform Combined State Law Examination
    2015-01-05

View on SEC IAPD

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