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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-14 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
3013 Park North Drive, El Paso, TX 79904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
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