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5025 Utica Ridge Rd Suite 101, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-18 |
| IA | RA | APPROVED | 2023-12-18 |
Branch Locations
4480 48Th Avenue Ct Suite 3, Rock Island, IL 61201 • United States
5108A Jersey Ridge Road, Davenport, IA 52807 • United States
5025 Utica Ridge Rd Suite 101, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timmer And Associates, Cpa, Pc | Rock Island | IL | 08/1991 | Present |
| Securities America, Inc. | Rock Island | IL | 11/1997 | 12/2023 |
| Securities America Advisors, Inc. | Rock Island | IL | 11/1997 | 12/2023 |
| Wealthspan Partners, Llc | Rock Island | IL | 12/2023 | Present |
| Wealthspan Partners, Llc | Davenport | IA | 12/2023 | Present |
TIMMER AND ASSOCIATES, CPA, PC POSITION: CPA/President NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2009 ADDRESS: 4480 48th Avenue Court, Suite 3, Rock Island IL 61201 DESCRIPTION: CPA President AMERICAN BANK & TRUST POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 ADDRESS: 4301 East 53rd Street, Davenport IA 52807 DESCRIPTION: Board of Directors Chairman of Holding Company REAL ESTATE INVESTMENT/RENTAL POSITION: Owner NATURE: Real Estate Investment/Ownership INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: 4480 48th Ave Ct, Ste 3, Rock Island IL 61201, United States DESCRIPTION: Real Estate Investment/Ownership that consists of single family and multi family residential properties as well as commercial office, restaurant and retail properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-20 |
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