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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-11 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
9328 Elk Grove Blvd. 105-190, Elk Grove, CA 95624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Sacramento | CA | 12/2013 | 10/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Elk Grove | CA | 12/2013 | 10/2017 |
| Galt Cpa | Galt | CA | 01/2016 | 01/2017 |
| Founders Financial Securities | Towson | MD | 10/2017 | 07/2021 |
| Vanderbilt Securities, Llc | Woodbury | NY | 07/2021 | 07/2025 |
| Vanderbilt Advisory Services | Woodbury | NY | 07/2021 | 07/2025 |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2025 | 08/2025 |
| Vanderbilt Securities | Woodbury | NY | 08/2025 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 08/2025 | Present |
1- Trustee, Arthur & Marilyn Hughes trust. Investment-related. Start date: 05/01/2020. Address: 9464 Rhone Valley Way #105-190 Elk Grove, CA. Title: Trustee. Duties: Trustee & Financial Advisor. Time spent during regular hours: 20%. 2- Masterpiece Financial Group, Non-Investment related, 9328 Elk Grove Blvd, #15-190, Elk Grove, CA 95624, DBA for Branding purposes only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-08 |
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