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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-11 |
| IA | RA | APPROVED | 2017-07-06 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial West Group | Fairfield | IA | 01/2000 | 07/2017 |
| Vanderbilt Securities, Llc | Woodbury | NY | 07/2017 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 07/2017 | Present |
1) Sustainable Iowa Land Trust-Non-Investment related. Address: 309 Court Avenue, Suite #821, Des Moines, IA 50309. Nature of business: Land Sustainability. Provide strategic planning and pro bono financial advice to the SILT advisory committee. Position/Title: Advisory Board Member. Start date: 12/01/2016. Number of hours devoted during securities trading hours: 4 Hours. Duties: Strategic planning. 2) Sustainable Living Coalition-Non-Investment related. Address: Fairfield, Iowa. Nature of business: Non-Profit educational institute. Position/Title: Co-director. Start date: 2005. Number of hours devoted during securities trading hours: 6 hours per month. Duties: Attend board meetings. 3) Centered Wealth -Investment related. Start date: 07/01/2017. Address: 505 N. 4th St., Suite 200, Fairfield, IA 52556. Title: Investment Advisor/Co-Founder. Duties: Oversee administrative support for advisory and brokerage clients. Time spent during regular hours: 90%. 4) Fairfield Resilient Action Network. Non-Investment related. Start date: 12/01/2025. Address: Fairfield Co-Lab, 101 N Court St, Fairfield, Iowa 52556. Title: Board Chair. Duties: Participate in board-based community planning. Time spent during regular hours: 10%. 5) Hazel Henderson Center. Non-Investment related. Start date: 04/01/2026. Address: Virtual. Title: Volunteer Advisory Board member. Duties: serve on the financial advisory committee in selecting the three financial advisors that are proposed to manage the funds. Time spent during regular hours: 1%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-07 |
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