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Current Employers
Consolidated Portfolio Review Corp

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-11-08
  • MI RA
    APPROVED
    Since 2024-11-08

Branch Locations

3990 Chilson Road, Howell, MI 48843 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Novi MI 02/2014 09/2018
Charles Schwab Bank Novi MI 02/2014 09/2018
Td Ameritrade Lansing MI 11/2018 11/2020
Private Client Services Brighton MI 11/2020 12/2022
Executive Wealth Management Brighton MI 11/2020 11/2024
Vanderbilt Financial Group Woodbury NY 11/2024 Present
  • 02/2014 → 09/2018
    Novi, MI
  • 02/2014 → 09/2018
    Charles Schwab Bank
    Novi, MI
  • 11/2018 → 11/2020
    Td Ameritrade
    Lansing, MI
  • 11/2020 → 12/2022
    Private Client Services
    Brighton, MI
  • 11/2020 → 11/2024
    Executive Wealth Management
    Brighton, MI
  • 11/2024 → Present
    Vanderbilt Financial Group
    Woodbury, NY
Previous Registrations
  • 2020-11-16 → 2024-11-11
    Executive Wealth Management, Llc
    Brighton, MI
  • 2018-12-04 → 2020-11-05
    Td Ameritrade, Inc.
    East Lansing, MI
  • 2018-12-04 → 2020-11-05
    Td Ameritrade Investment Management, Llc
    Lansing, MI
  • 2014-04-29 → 2018-09-04
    Novi, MI
    Troy, MI
    Pittsburgh, PA
    Cranberry Township, PA
  • 2012-01-20 → 2012-08-30
    Essex National Securities, Llc
    Ann Arbor, MI
    Brighton, MI
  • 2010-05-19 → 2011-11-29
    Green Bay, WI
Other Businesses

1) Rental Property. Not Investment Related, Start date: 01/19/2020. Address: 4670 Kensington Rd, Milford, MI 48380. Title: Owner. Duties: We own and rent out a residential single family home. Time spent during regular hours: 0%. 2) Quarters Wealth Management LLC. Investment Related, Start date: 01/12/2026. Address: 3990 Chilson Rd Howell MI 48843. Title: Founder & Principal. Duties: DBA used for marketing & tax purposes of the investment advisory business. Time spent during regular hours: 100%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-03-23
  • S66 Uniform Combined State Law Examination
    1999-03-23
Designations

View on SEC IAPD

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