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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-10-11 |
Branch Locations
12500 Se Second Circle Suite 207, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-01 |
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