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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-02 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • 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 |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 03/2009 | 12/2024 |
| Altius Mortgage Group Lc - Mortgage Loan Brokerage | South Jordan | UT | 03/2014 | 05/2022 |
| Lyft Driver | South Jordan | UT | 04/2019 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 12/2024 |
| Ultimate Home Lending, Llc | South Jordan | UT | 04/2022 | Present |
| Vanderbilt Financial Group | Woodbury | NY | 01/2025 | Present |
1) Key Stone Financial Edge, Inc. Not Investment related. Start date: 01/01/2000. Address: 2838 W 9760 S, South Jordan, UT 84095. Title: Agent/producer. Duties: Provide advice, proposals and sales. Time spent during regular hours: 10%. 2) Small Business Knowledge Center. Investment related. Start date: 01/03/2011. Address: 2838 W 9760 S, South Jordan, UT 84095. Title: Forwarder. Duties: Forward Insurance Related Marketing Materials. Time spent during regular hours: 10%. 3) Miller Mark - Actor. Not Investment related. Start date: 11/19/2012. Address: 2838 W 9760 S, South Jordan, UT 84095. Title: Actor. Duties: Act for television, Film, Theatre. Time spent during regular hours: 0%. 4) Lyft Driver (& Rider). Not Investment related. Start date: 04/05/2019. Address: 2838 W 9760 S, South Jordan, UT 84095. Title: Lyft Driver (& Rider). Duties: Drive for Lyft during idle time, if ever. Time spent during regular hours: 0%. 5) Ultimate Home Lending, LLC. Not Investment related. Start date: 04/01/2022. Address: PO Box 95895, South Jordan UT 84095, USA. Title: Statutory Employee. Duties: Mortgage Loan Originator: Solicit and originate mortgage loans. Time spent during regular hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-18 |
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