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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-08 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
130 East 62Nd Street, New York, NY 10065 • United States
655 Seven Ponds Towd Road, Watermill, NY 11968 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| J.P Morgan Securities Inc. | New York | NY | 05/2010 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2010 | Present |
| Incrementum Trust | Greenwich | NY | 01/2022 | Present |
| Progressus Trust / Prog Incrementum Llc | New York | NY | 01/2022 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 05/2025 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 05/2025 | Present |
1) Progressus Trust Incrementum Trust General Real Estate. Start date: 01/01/2000. Address: 130 E 62 NY NY and other locations. Title: Principal, Trustee, GP. Duties: Admin, manual labor, management, design. Time spent during regular hours: 3%. 2) Morgan Kelly. Start date: 01/01/2000. Address: 130 E 62nd NY, 105 Dingletown Rd, Greenwich Ct, 655 Seven Ponds Towd Watermill NY. Title: Principal, Managing Director. Duties: Management Consultant/ Executive Coach/ Expeditor. Time spent during regular hours: 5%. 3) Writing/ Sationary & Print Design/ Game Development/ Restoration. Start date: 05/20/2025. Address: 130 E 62 NY NY, 105 Dingletown rd Greenwich Ct , 655 Seven Ponds Towd Watermill NY. Title: Principal. Duties: Creator, designer, craftsman, author. Time spent during regular hours: 5%. 4) Contract / Temp Work. Start date: 05/20/2025. Address: Tri State Region. Title: Labor. Duties: Different activities A-Z, various labor admin to physical varied. Time spent during regular hours: 5%. 5) Non Profit / Charity. Start date: 07/01/2025. Address: Generally Tri State Area. Office will be 130 E62 NY, NY 10065. Title: Management / Strategist / Fund Raiser. Duties: Consulting, fund raising, managing, strategic planning. Time spent during regular hours: 3%. 6) Management/consulting/fund raising/ holding office/ strategic planning. Start date: 07/01/2025. Address: Tri State Area. Office will be 130 E62 NY, NY 10065. Title: Management / Strategist / Fund Raiser. Duties: Consulting / management/ fund raising / advising / holding office. Time spent during regular hours: 3%. 7) Chase Kelly. Investment related. Start date: 09/19/2025. Address: 130 East 62nd Street, NY, NY 10065. Title: Managing Director , Chief Investment Officer. Duties: Financial Planning, investing, portfolio management, trading, managing the business, marketing. Time spent during regular hours: 95%. 8) Chase Kelly - Teaching/Lecturing. Investment related. Start date: 12/01/2025. Address: 130 East 62nd Street #1, NY, NY 10065. Title: Managing Director , Chief Investment Officer. Duties: Teaching, Lecturing courses on Financial Planning, Investing, Alternative Strategies. Time spent during regular hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-13 |
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