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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-05-07 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
18 Kings Highway North, Westport, CT 06880 • 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Stamford | CT | 10/2011 | 12/2016 |
| Westport Capital Markets, Llc | Westport | CT | 12/2016 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 05/2021 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 05/2021 | Present |
Fixed Insurance Sales. Investment related. Start date: 05/21/2021. Address: 18 Kings Highway North, Westport Connecticut, 068830. Title: Investment Advisor Representative. Duties: Mnitor Nationwidwannuities activity. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-28 |
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