This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FSB PREMIER WEALTH MANAGEMENT, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

5

Exams

S66

First exam

Aug 5, 2017

First registration

Oct 20, 2017

Dual registered

yes, broker-dealer

Other names

Stephanie Daniels|Stephanie Marie Holding|Stephanie Marie Daniels|Stephanie M Daniels

IAPD individual key

6628255

• Occurred

  Oct 14, 2023
  Advisor changed firm

  Stephanie M Holding left Ameriprise Financial Services, Llc for Fsb Premier Wealth Management, Inc. (registered 2023-09-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:13bce2aa-e080-58f8-3ac4-f1850fd09871

First observed

Oct 20, 2017

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.