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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-10-26 |
| TX | RA | APPROVED_RES | 2020-10-26 |
Branch Locations
5550 Wild Rose Lane, Suite 400, West Des Moines, IA 50266 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | West Des Moines | IA | 12/2007 | 12/2018 |
| Premac Wealth Management Services | West Des Moines | IA | 05/2010 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2018 | 10/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2018 | 10/2020 |
| Vanderbilt Securities., Llc | Woodbury | NY | 10/2020 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 10/2020 | Present |
1) PREMAC WEALTH MANAGEMENT SERVICES. Investment related. Start date: 06/26/2023. Address: 5550 Wild Rose Lane Ste 400, West Des Moines IA, 50266. Title: Owner. Duties: Owner / Independent insurance agent for various independent insurance companies. Time spent during regular hours: 10%. 2) IOWA STATE UNIVERSITY. Not investment related. Start date: 06/26/2023. Address: 2167 Union Drive, Ames IA, 50011. Title: Adjunct Faculty. Duties: Teaching Business classes as needed. Time spent during regular hours: 0%. 3) PREMAC ASSET HOLDINGS, INC. Not investment related. Start date: 06/26/2023. Address: 6750 Westown Pkwy Ste 200-108, West Des Moines, IA, 50266. Title: Duties: Holding Company for Personally owned Real estate. Time spent during regular hours: 0%. 4) MIDLAND CREDIT UNION BOARD. Not investment related. Start date: 06/26/2023. Address: 2891 106TH Street, Urbandale IA, 50322. Title: Volunteer Board Member. Duties: Attend monthly meetings for 1H, review strategy, No involvement in any investment activity or decision making. Time spent during regular hours: 0%. 5) GREATER DES MOINES PARTNERSHIP. Not investment related. Start date: 07/11/2023. Address: 1840 NW 118TH Street, Clive IA, 50325. Title: Teacher. Duties: Teaching Entrepreneurship sessions on as needed basis, no investment guidance provided or investment matters discussed. Time spent during regular hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-31 |
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