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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-26 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Lancaster, MA • United States
2 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 |
|---|---|---|---|---|
| Ages Financial Services, Ltd. | Reading | MA | 04/1995 | 09/2024 |
| Trust Advisory Group Ltd | Reading | MA | 04/1995 | 11/2025 |
| Starr Investment Services Inc. | Lancaster | MA | 11/1997 | Present |
| Stonex Securities Inc | Lancaster | MA | 09/2024 | 11/2025 |
| Vanderbilt Securities, Llc | Woodbury | NY | 11/2025 | Present |
| Consolidated Portfolio Review Corp | Woodbury | NY | 11/2025 | Present |
DBA - Starr Investment Services Inc. Investment Related. Start date: 01-01-1995. Address: 34 Squire Shaler Lane, Lancaster MA 01523. Title: Owner. Duties: Meeting with clients & offering financial services through the DBA. Time spent during regular hours: 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-15 |
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