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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 |
| SD | RA | APPROVED | 2024-12-26 |
| NE | RA | APPROVED | 2024-12-23 |
| IA | RA | APPROVED | 2022-05-10 |
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 | 10/2019 | Present |
| Farmers State Bank | Waterloo | IA | 05/2014 | Present |
FARMERS STATE BANK: NOT INVESTMENT-RELATED. TREASURY MANAGEMENT OFFICER. BANKING 131 TOWER PARK DRIVE STE. 100 WATERLOO, IA 50701. MAY 2014-PRESENT. 40 HOURS/WEEK. 40/HOURS SECURITIES. DUTIES: HELPS BUSINESSES MANAGE THEIR TREASURY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-26 |
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