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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 2023-02-14
  • TX RA
    APPROVED
    Since 2023-02-14

Branch Locations

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

3013 Park North Drive, El Paso, TX 79904 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hewitt Planning Services El Paso TX 01/1994 Present
Financial West Group Westlake Village CA 01/1994 08/2017
Western International Securities, Inc. Pasadena CA 08/2017 02/2023
Consolidated Portfolio Review Corp Woodbury NY 02/2023 Present
Vanderbilt Securities, Llc Woodbury NY 02/2023 Present
  • 01/1994 → Present
    Hewitt Planning Services
    El Paso, TX
  • 01/1994 → 08/2017
    Financial West Group
    Westlake Village, CA
  • 08/2017 → 02/2023
    Western International Securities, Inc.
    Pasadena, CA
  • 02/2023 → Present
    Woodbury, NY
  • 02/2023 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
Previous Registrations
  • 2017-08-21 → 2023-02-13
    Western International Securities, Inc.
    Irvine, CA
    El Paso, TX
    Richardson, TX
  • 1995-01-27 → 2017-08-21
    Financial West Group
    El Paso, TX
    El Paso, TX
    El Paso, TX
    Westlake Village, CA
    Westlake Village, CA
    Tarzana, CA
    Irvine, CA
Other Businesses

1) Hewitt Planning Services. Investment Related. Start date: 02/01/1994. Address: 3013 Park North Dr., El Paso, TX 79904. Title: Owner. Duties: Fee-based for managed money. Sell fixed insurance and annuities, also Variable annuities for commissions. Time spent during regular hours: 100%. 2) Colonial Life. Fixed Insurance Sales. Not Investment Related. Start date: 12/10/2023. Address: 3013 Park North Dr., El Paso, TX 79904. Title: Agent. Duties: Providing supplemental benefits for Medial Insurance. Time spent during regular hours: 5%.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-04-12
  • S63 Uniform Securities Agent State Law Examination
    1993-04-12
Other Names
  • Ken Hewitt
  • Kenneth Paul Hewitt
  • Kenneth P. Hewitt
  • Kenneth Hewitt
  • Ken P. Hewitt
  • Kenneth Paul Hewitt

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