Inactive

Rakesh Mehta

Mehta Money, LLC

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Current Employers

Mehta Money, Llc

South Bend, IN • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2018-03-08

IN RA
APPROVED

Since 2018-03-08

Branch Locations

South Bend, IN • 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

Organization	City	State	From	To
Mehta Wealth Strategies, Inc.	South Bend	IN	01/2006	Present
First Heartland Capital, Inc.	Lake St. Louis	MO	11/2015	06/2017
Mehta Money, Llc	South Bend	IN	03/2018	Present
First Heartland Consultants, Inc.	Lake St. Louis	MO	01/2016	06/2017

01/2006 → Present

Mehta Wealth Strategies, Inc.

South Bend, IN
11/2015 → 06/2017

First Heartland Capital, Inc.

Lake St. Louis, MO
03/2018 → Present

Mehta Money, Llc

South Bend, IN
01/2016 → 06/2017

First Heartland Consultants, Inc.

Lake St. Louis, MO

Previous Registrations

2016-01-04 → 2017-06-12

First Heartland Consultants, Inc.

South Bend, IN
2004-12-16 → 2011-02-11

Qa3 Financial Llc

Omaha, NE

South Bend, IN
1999-11-15 → 2004-12-10

Msi Financial Services, Inc.

Merrilville, IN

Other Businesses

MEHTA WEALTH STRATEGIES INC. - INSURANCE & FIXED ANNUITIES - President/Insurance Agent since 01/2006 - investment related - 80 hrs/mo

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-04-01
S65	Uniform Investment Adviser Law Examination	1996-05-31

S63 Uniform Securities Agent State Law Examination

1999-04-01
S65 Uniform Investment Adviser Law Examination

1996-05-31

Designations

View on SEC IAPD

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