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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 02/2014 | 02/2026 |
| Wfgia | Cincinnati | OH | 10/2012 | Present |
| Wealthwave | Cincinnati | OH | 09/2022 | Present |
| Omniwealth Llc | Cincinnati | OH | 01/2023 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 02/2026 | Present |
| Consolidated Portfolio Review Corp | Woodbury | NY | 02/2026 | Present |
1) Ash Brokerage. Not Investment related. Start date: 04/02/2026. Address: 11260 Chester Rd, 7th Floor, Cincinnati, OH 45246. Title: Chartered Life Underwriter. Duties: Recommend insurance product for client. Time spent during regular hours: 20%. 2) Omniwealth LLC. Investment related. Start date: 02/03/2026. Address: 11260 Chester Rd 7th Floor, Cincinnati, OH 45246. Title: IAR. Duties: Provide insurance and investment advices. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-07 |
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