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Current Employers
Consolidated Portfolio Review Corp

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-15
CA RA APPROVED 2025-10-14
  • TX RA
    APPROVED_RES
    Since 2025-10-15
  • CA RA
    APPROVED
    Since 2025-10-14

Branch Locations

2050 Main Street, Suite 950, Irvine, CA 92614 • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Vanderbilt Advisory Services

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-13
CA RA APPROVED 2025-10-10
  • TX RA
    APPROVED_RES
    Since 2025-10-13
  • CA RA
    APPROVED
    Since 2025-10-10

Branch Locations

2050 Main Street, Suite 950, Irvine, CA 92614 • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kfm Financial & Ins. Svcs Irvine CA 10/1985 12/2024
Chamberlain Consulting Group Irvine CA 01/1998 10/2025
Spire Wealth Management, Llc Irvine CA 10/2012 Present
Spire Securities, Llc Irvine CA 10/2012 Present
Chamberlin Consulting Group Ii, Llc Irvine CA 01/2024 Present
Vanderbilt Securities, Llc Woodbury NY 10/2025 Present
Vanderbilt Advisory Services Woodbury NY 10/2025 Present
  • 10/1985 → 12/2024
    Kfm Financial & Ins. Svcs
    Irvine, CA
  • 01/1998 → 10/2025
    Chamberlain Consulting Group
    Irvine, CA
  • 10/2012 → Present
    Irvine, CA
  • 10/2012 → Present
    Spire Securities, Llc
    Irvine, CA
  • 01/2024 → Present
    Chamberlin Consulting Group Ii, Llc
    Irvine, CA
  • 10/2025 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
  • 10/2025 → Present
    Woodbury, NY
Previous Registrations
  • 2012-10-15 → 2025-10-31
    Mclean, VA
    Irvine, CA
    Irvine, CA
  • 2008-09-03 → 2025-10-10
    Chamberlain Consulting Group, Lp
    Irvine, CA
  • 2005-04-01 → 2012-10-15
    Girard Securities, Inc.
    Irvine, CA
  • 1999-12-10 → 2005-04-09
    Lockwood Financial Services, Inc.
    Irvine, CA
Other Businesses

Chamberlain Consulting Group II, LLC; 2050 Main Street, Suite 950 Irvine, CA 92614; DBA for IAR/RR business. 100% Owner; Time spent is 95%. KFM Financial & Insurance Services Inc. DBA Chamberlain Insurance Services; 100% Owner; Time spent is 5%. Sells various types of life insurance such as traditional and variable universal life insurance. These activities represent 50% of revenue. Chamberlain Consulting Group, LP; Registered Investment Adviser; 2050 Main Street, Suite 950 Irvine, CA 92614; 100% Owner; Time spent is 50%. Provides investment advice.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-10-28
  • S63 Uniform Securities Agent State Law Examination
    1988-10-28
Other Names
  • Mike Kiley

View on SEC IAPD

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