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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-10-14 |
| IN | RA | APPROVED | 2005-07-27 |
Branch Locations
10401 N Meridian St Ste 130, Carmel, IN 46290-1090 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Carmel | IN | 06/2005 | Present |
(1)Name of Business: First Heartland Wealth Management LLC Address: 10401 N Meridian St Ste 130, Carmel, IN, 46290-1090, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/31/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Paying branch services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-06 |
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