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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-13 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 03/2022 | 11/2024 |
| Eagle Financial Services | Eastgate | OH | 11/2014 | 02/2022 |
| Isabel C Arbaiza | Loveland | OH | 10/2017 | 11/2024 |
| Vanderbilt Financial Group | Woodbury | NY | 11/2024 | Present |
1.) Life Insurance Sales. No investment related. Start date: 04/02/2017. Title: Registered Representative. Duties: We offer life insurance as an option to clients. Time spent during regular hours: 5%. 2.) IZAMI Homes LLC. No investment related. Start date: 07/21/2017. Title: Owner. Duties: I assist with finding the property to work on, verify margin will work for the company, communicate with realtor as needed and assist with purchasing materials. Maintain budgeting and book keeping as well. Time spent during regular hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-19 |
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