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Advisor at VANDERBILT ADVISORY SERVICES
WOODBURY, NY | Irvine, CA
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 10, 2025 | n/a | yes | Irvine, CA|WOODBURY, NY | Current employment |
| SPIRE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jul 1, 2021 | Oct 31, 2025 | no | Irvine, CA|MCLEAN, VA | Previous registration |
| CHATTERTON & ASSOCIATES | Independent wealth | May 9, 2013 | Jun 14, 2021 | no | ANAHEIM, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT, LLC | VANDERBILT ADVISORY SERVICES | Oct 31, 2025 | Oct 10, 2025 | -21 | Firm change | Ibd to ibd |
| CHATTERTON & ASSOCIATES | SPIRE WEALTH MANAGEMENT, LLC | Jun 14, 2021 | Jul 1, 2021 | 17 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 113908:116537:VA:2025-10-31 | Oct 31, 2025 | Oct 10, 2025 | MCLEAN, VA | Firm change |