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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-09 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
160 Durham Ave., Suite 105,, Metuchen, NJ 08840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Common Interest | Metuchen | NJ | 05/2014 | Present |
| Vanderbilt Securities, Llc | Metuchen | NJ | 08/2017 | Present |
1) Common Interests, LLC. Investment related. Start date: 06/08/2023. Address: 160 Durham Avenue Suite 105 Metuchen NJ, 08840. Title: Chief Operations Officer. Duties: Manage Operations activities: new clients onboarding paperwork, submit /monitor account paperwork, keep open lines of communication with home office, clients, prospects, and vendors. Participate in the training of new employees and interns. Make sure nothing falls through the cracks. Time spent during regular hours: 100%. 2) Nuevas Fronteras Presbyterian Church. Not Investment Related. Start date: 10/28/2022. Address: 170 Watchung Avenue North Plainfield NJ, 07060. Title: Administration Committee Chair. Duties: As a member of the ruling board: I have Voice and Vote in all discussion and decision making. Time spent during regular hours: 0%. 3) The Presbytery of the Northeast New Jersey. Not Investment Related. Start date: 03/22/2023. Address: 340 W. Passaic Street 3rd Floor Rochelle Park New Jersey, 07662. Title: Finance Committee Member. Duties: Oversees the work of a Finance Coordinator/Bookkeeper, Reviews and reports on any mortgage and loan obligations, Makes Per Capita recommendations to the VT in September prior to the new budget year, Responsible for the Review and Certification of an Annual Financial Review or Audit. Time spent during regular hours: 0%. 4) City of Plainfield. Start date: 04/24/2025. Address: Home via Zoom Meetings. Title: Member of the Citizen Budget Advisory Committee (CBAC). Duties: Citizen Budget Advisory Committee member, budget hearings with Dept. heads, submit questions/comments to the Finance Committee and the CFO public hearings and CBAC recommendations, special meetings to adopt the budget. Time spent during regular hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
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