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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 |
| MN | RA | APPROVED | 2024-12-20 |
| NE | RA | APPROVED | 2020-12-03 |
| TX | RA | APPROVED_RES | 2020-12-03 |
| IA | RA | APPROVED | 2018-04-13 |
Branch Locations
131 Tower Park Drive Suite 115, Waterloo, IA 50701 • UNITED STATES
515 Main Street Suite A, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers State Bank | Waterloo | IA | 01/2017 | 07/2017 |
| Next Generation Wireless | Waterloo | IA | 05/2015 | 01/2017 |
| Fsb Premier Wealth Management, Inc. | Waterloo | IA | 07/2017 | Present |
| Farmers State Bank | Waterloo | IA | 06/2019 | Present |
Business name: Farmers State Bank Investment-related: No Address: 131 Tower Drive, Suite 100, Waterloo, IA 50701 Nature: Banking/Finance Position/title: Private Banker Start date: 06/2019 Approximate hours/month: 40 Hours during securities business: 40 Duties: private banking
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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