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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-03 |
Branch Locations
125 Wolf Road, Suite 315, Albany, NY 12205 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ashley Construction Servcies | Albany | NY | 02/2009 | 09/2017 |
| Capital Financial Planning | Albany | NY | 03/2011 | 09/2017 |
| Lpl Financial, Llc | Albany | NY | 08/2016 | 09/2017 |
| The Investment Center Inc. | Schenectady | NY | 09/2017 | 03/2025 |
| Vanderbilt Financial Group | Woodbury | NY | 03/2025 | Present |
1.STERLING CAPITAL LLC. DBA. OWNER. TAX PREP /ACCOUNTING FINANCIAL ADVISOR.INVESTMENT RELATED BUSINESS RAN THROUGH TIC/ IC ADVISORY SERVICES INC. OWNER.DEVOTE >60%. ANNUAL INCOME >60%. FINANCIAL INTEREST $25,000.OWN >60% STOCK. ESTABLISHED CONNECTION 05/30/2017 BECAME AN LLC 05/2018.. 2.INDEPENDENT FIXED INSURANCE SALES. CONTRACTED THROUGH NY LTC BROKERS. AGENT.DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. 3. Symmetry Tax Solutions. Not Investment related. Start date: 01/01/2013. Address: 125 Wolf Rd Suite 315 Albany NY 12205. Title: Owner. Duties: Accounting Services. Time spent during regular hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-03-11 |
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