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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-07 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
223 South Washington Street, Snow Hill, MD 21863 • United States
3 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.W. Cole Financial, Inc. | Tampa | FL | 04/2012 | 06/2024 |
| Jonathan Roberts Advisory Group, Inc. | Tampa | FL | 04/2012 | 06/2024 |
| Vanderbilt Securities, Llc | Woodbury | NY | 06/2024 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 08/2025 | Present |
1) The Kernaghan Foundation Inc. Not Investment related. Start date: 01/06/2016. Address: 223 S Washington St Snow Hill MD. Title: Secretary. Duties: Bookkeeping, annual tax return, annual disbursement of funds to non profit organizations. Time spent during regular hours: 2%. 2) Worcester County LOSAP Trust. Not Investment related. Start date: 01/06/1989. Address: 223 S Washington St Snow Hill MD. Title: Administrator. Duties: Recordkeeping and disbursement of funds to volunteer fireman of Worcester County. Time spent during regular hours: 1%. 3) Trilogy Tax Services. Not Investment related. Start date: 01/01/1988. Address: 223 S Washington St Snow Hill MD. Title: Tax Preparer. Duties: Preparation of individual and corporate tax returns. Time spent during regular hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 1991-01-11 |
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