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Current Employers
First Heartland Consultants, Inc.

4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-10-11
  • WA RA
    APPROVED
    Since 2022-10-11

Branch Locations

12500 Se Second Circle Suite 207, Vancouver, WA 98684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cross Limited Partnership Dba Labyrinth Financial Vancouver WA 06/2004 08/2019
First Heartland Capital Inc Lake St Louis MO 04/2013 08/2019
D.A. Davidson & Co. Portland OR 08/2019 05/2022
Cross Limited Partnership Dba Labyrinth Financial Vancouver WA 05/2022 Present
First Heartland Capital Inc Lake St Louis MO 09/2022 Present
  • 06/2004 → 08/2019
    Cross Limited Partnership Dba Labyrinth Financial
    Vancouver, WA
  • 04/2013 → 08/2019
    First Heartland Capital Inc
    Lake St Louis, MO
  • 08/2019 → 05/2022
    Portland, OR
  • 05/2022 → Present
    Cross Limited Partnership Dba Labyrinth Financial
    Vancouver, WA
  • 09/2022 → Present
    First Heartland Capital Inc
    Lake St Louis, MO
Previous Registrations
Other Businesses

FIRST HEARTLAND CONSULTANTS, Investment Related, INVESTMENT ADVISORY SERVICES, IAR, Start Date: 01/01/2016 UNITED PDX SOCCER, Not Investment Related, YOUTH SOCCER ASSISTANT COACH, Volunteer, Start Date: 09/21/2022 LFS Peak Planning, Inc., Not Investment Related, Entity used for tax and other planning purposes., President, Start Date: 12/09/2024 Labyrinth Financial Services (LFS), Investment Related, Sale and distribution of insurance. Partnership. DBA of Cross Ltd Partnership., President, Start Date: 02/04/2013 Cross Limited Partnership , Not Investment Related, Entity used for estate planning. Most of this entity owned by Cross Irrev Grantor Trust., General Partner, Start Date: 04/14/2025 Finseca, Investment Related, Professional trade organization that represents and advocates for the financial security profession. Achieve financial security through various means, including holistic financial planning, life insurance, retirement planning, and investments., Member, Start Date: 1/1/2025 PLAN - Professional Life Advisors Network , Investment Related, Professional trade association. Prominent life brokerage agencies across the US that are dedicated to and have depth of experience in assisting financial advisors to develop and execute the life insurance planning portion of their practice. , Member, Start Date: 06/1/2022

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-01
  • S66 Uniform Combined State Law Examination
    2005-03-01

View on SEC IAPD

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