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Advisor at VANDERBILT ADVISORY SERVICES
WOODBURY, NY | LAKESIDE, CA | Lakeside, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WBB SECURITIES, LLC | State registered | Oct 3, 2022 | n/a | yes | Lakeside, CA | Current employment |
| VANDERBILT ADVISORY SERVICES | Bd affiliated wealth | Aug 5, 2020 | n/a | yes | WOODBURY, NY|LAKESIDE, CA | Current employment |
| MILLENNIAL ADVISERS, LLC. | Mixed wealth | Mar 17, 2020 | May 8, 2020 | no | El Cajon, CA | Previous registration |
| WBB SECURITIES, LLC | State registered | Aug 6, 2013 | Oct 3, 2022 | no | CRANFORD, NJ|Cranford, NJ|El Cajon, CA|Lakeside, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WBB SECURITIES, LLC | MILLENNIAL ADVISERS, LLC. | Oct 3, 2022 | Mar 17, 2020 | -930 | Firm change after gap | Other |
| MILLENNIAL ADVISERS, LLC. | VANDERBILT ADVISORY SERVICES | May 8, 2020 | Aug 5, 2020 | 89 | Firm change | RIA to ibd |