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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-01-21 |
| AL | RA | APPROVED | 2021-06-22 |
| VT | RA | APPROVED | 2018-01-04 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
90 Main St. Suite 309, Montpelier, VT 05602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanderbilt Advisory Services | Woodbury | NY | 12/2017 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 07/2017 | Present |
| South Burlington School District | South Burlington | VT | 01/2016 | 05/2017 |
1) Greenvest - Investment related. Start date: 01/01/2017. Address: 148 State St. Unit #2, Montpelier VT, 05602. Title: Advisor. Assist in managing DBA brand name Greenvest. Time spent during business hours 5%. 2) Life Insurance Annuity sales with outside IMO, Non-Investment related. Start date: 10/10/22. Address: 148 State ST unit #2, Montpelier, VT. Title: Insurance Agent. Duties : Use life Insurance and annuity products to benefit goals, while fulfilling all NIAC and similar regulations. Time spent during business hours - 5%. 3) GVVT LLC. Non-Investment related. Start Date: 06/30/2021. Address; 148 State St. Unit #2, Montpelier Vermont, 05602 Title: Owner. Duties: I own the LLC which is used to hold and pay business expenses. My duties are to see that this is done in a timely manner, and keep all of its paperwork up to date. Time spent during business hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-30 |
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