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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fowler State Bank | Fowler | IN | 05/2016 | Present |
| Broker Dealer Financial Services | West Des Moines | IN | 01/2018 | 09/2018 |
| Osaic Institutions, Inc. (Formerly Infinex Investments, Inc.) | Meriden | CT | 09/2018 | Present |
1.)Fowler State Bank, Banking, 300 E 5th St. Fowler, IN 47944, Banking, General banker: Ag, consumer, and mortgage loans, marketing department, started May 09 of 2016, 160 hours, 136 during trading hours. 1/1/2026 will be President/Director. this will be 40 hours per week including all market hours. 2.) Fowler State Bank - Trust Dept. Yes, investment related. Banking. Senior Ag Lender, Director. Started 10/2025. 1-2 hours per month during trading hours. Member of the bank's trust committee. 3.) Benton Financial Corporation & Fowler State Bank. Banking. Yes, Investment related. Fowler, IN 47944. Director (start date June 2025) and Senior Ag lender. 4 hours total, 2 during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
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