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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-09-12 |
| TX | RA | APPROVED | 2023-09-12 |
Branch Locations
14377 Woodlake Dr #202, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timothy L. Head, Cpa | St. Louis | MO | 02/1990 | Present |
| Lpl Financial, Llc | Manchester | MO | 11/2012 | 09/2023 |
| First Heartland Capital Inc | Lake St Louis | MO | 09/2023 | Present |
Timothy L Head CPA, PC, Investment Related, CPA firm, Owner, Start Date: 01/01/1990 Insurance Agent, Sole Prop., Investment Related, Marketing fixed insurance products, Agent/Broker, Start Date: 01/01/1990 First Heartland Consultants , Investment Related, Investment Advisory Services, IAR, Start Date: 09/12/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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