Best Investors Account Sign in
Current Employers
Vanderbilt Advisory Services

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-01-02
  • UT RA
    APPROVED
    Since 2025-01-02

Branch Locations

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

South Jordan, UT • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 03/2009 → 12/2024
    Grove Point Investments, Llc
    Rockville, MD
  • 03/2014 → 05/2022
    Altius Mortgage Group Lc - Mortgage Loan Brokerage
    South Jordan, UT
  • 04/2019 → Present
    Lyft Driver
    South Jordan, UT
  • 04/2021 → 12/2024
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2022 → Present
    Ultimate Home Lending, Llc
    South Jordan, UT
  • 01/2025 → Present
    Vanderbilt Financial Group
    Woodbury, NY
Previous Registrations
  • 2021-04-01 → 2025-01-02
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    South Jordan, UT
  • 2009-04-20 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Long Beach, CA
    South Jordan, UT
  • 2004-01-09 → 2007-11-23
    Investment Management Corporation
    South Jordan, UT
    So Jordan, UT
    Bountiful, UT
    Salt Lake City, UT
  • 2003-05-08 → 2003-10-06
    Salt Lake City, UT
Other Businesses

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%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-04-20
S63 Uniform Securities Agent State Law Examination 1985-03-18
  • S65 Uniform Investment Adviser Law Examination
    1995-04-20
  • S63 Uniform Securities Agent State Law Examination
    1985-03-18
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Woodbury, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor