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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-15 |
| CA | RA | APPROVED | 2025-10-14 |
Branch Locations
2050 Main Street, Suite 950, Irvine, CA 92614 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-13 |
| CA | RA | APPROVED | 2025-10-10 |
Branch Locations
2050 Main Street, Suite 950, Irvine, CA 92614 • 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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-10-28 |
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