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Advisor at VANDERBILT ADVISORY SERVICES
WOODBURY, NY | Snow Hill, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VANDERBILT ADVISORY SERVICES | Bd affiliated wealth | Oct 7, 2025 | n/a | yes | WOODBURY, NY|Snow Hill, MD | Current employment |
| J. W. COLE ADVISORS, INC. | Bd affiliated wealth | Jun 22, 2012 | Jun 26, 2024 | no | SNOW HILL, MD|TAMPA, FL|SNOW HILL, MD|SNOW HILL, MD | Previous registration |
| ONYX WEALTH ADVISORS, INC. | Former SEC adviser | Jul 21, 2011 | May 17, 2012 | no | SALISBURY, MD | Previous registration |
| GUNNALLEN FINANCIAL, INC | n/a | Oct 31, 2008 | May 13, 2009 | no | TAMPA, FL|SNOW HILL, MD | Previous registration |
| MEDALLION ADVISORY SERVICES, LLC | n/a | Apr 3, 1998 | Nov 14, 2008 | no | SNOW HILL, MD|SNOW HILL, MD|SNOW HILL, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J. W. COLE ADVISORS, INC. | VANDERBILT ADVISORY SERVICES | Jun 26, 2024 | Oct 7, 2025 | 468 | Firm change after gap | Ibd to ibd |
| ONYX WEALTH ADVISORS, INC. | J. W. COLE ADVISORS, INC. | May 17, 2012 | Jun 22, 2012 | 36 | Firm change | Other |
| GUNNALLEN FINANCIAL, INC | ONYX WEALTH ADVISORS, INC. | May 13, 2009 | Jul 21, 2011 | 799 | Firm change after gap | Other |
| MEDALLION ADVISORY SERVICES, LLC | GUNNALLEN FINANCIAL, INC | Nov 14, 2008 | Oct 31, 2008 | -14 | Firm change | Other |