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Current Employers
Wealthspan Partners, Llc

5025 Utica Ridge Rd Suite 101, Davenport, IA 52807 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-12-18
IA RA APPROVED 2023-12-18
  • IL RA
    APPROVED
    Since 2023-12-18
  • IA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/1991 → Present
    Timmer And Associates, Cpa, Pc
    Rock Island, IL
  • 11/1997 → 12/2023
    Securities America, Inc.
    Rock Island, IL
  • 11/1997 → 12/2023
    Securities America Advisors, Inc.
    Rock Island, IL
  • 12/2023 → Present
    Rock Island, IL
  • 12/2023 → Present
    Davenport, IA
Previous Registrations
  • 1998-06-30 → 2023-12-21
    Securities America Advisors, Inc.
    Rock Island, IL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-31
S63 Uniform Securities Agent State Law Examination 1994-09-20
  • S65 Uniform Investment Adviser Law Examination
    1998-07-31
  • S63 Uniform Securities Agent State Law Examination
    1994-09-20
Designations

View on SEC IAPD

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