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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-06-11 |
Branch Locations
23 Chase Drive, Hurricane, WV 25526 • 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 |
|---|---|---|---|---|
| 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 |
- 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%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-05 |
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