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131 Tower Park Drive Suite 115, Waterloo, IA 50701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-26 |
| TX | RA | APPROVED_RES | 2024-12-22 |
| AZ | RA | APPROVED | 2022-11-03 |
| SD | RA | APPROVED | 2022-10-20 |
| IL | RA | APPROVED | 2022-10-18 |
| IA | RA | APPROVED | 2022-10-18 |
| MN | RA | APPROVED | 2022-10-18 |
| NE | RA | APPROVED | 2022-10-18 |
Branch Locations
131 Tower Park Drive Suite 115, Waterloo, IA 50701 • UNITED STATES
131 Tower Park Drive Suite 115, Waterloo, IA 50701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsb Premier Wealth Management, Inc. | Waterloo | IA | 03/2021 | Present |
| Farmers State Bank | Waterloo | IA | 03/2021 | Present |
| Carolan Builders | Cedar Falls | IA | 01/2021 | 03/2021 |
| Agvantage Fs | Dewar | IA | 11/2020 | 01/2021 |
| Carolan Builders | Cedar Falls | IA | 10/2018 | 11/2020 |
| Peterson Contractors Inc. | Reinbeck | IA | 04/2017 | 08/2018 |
| Target Distribution Center | Cedar Falls | IA | 09/2015 | 04/2017 |
| University Of Northern Iowa | Cedar Falls | IA | 01/2018 | 11/2020 |
Farmers State Bank - not investment related - 131 Tower Park Drive, Suite 100, Waterloo IA 50701 - banking - Private Banker - 03/2021 - 5 hours - 5 hours to securities - private banking. Americans for Independent Living - not investment related - 4020 University Avenue, Waterloo, IA 50701 - veteran resource center - board member - 06/2024 - 2 hour - 0 hours during securities trading hours - AFIL helps low income individuals, specifically veterans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
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