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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
NM RA APPROVED 2015-06-17
  • NM RA
    APPROVED
    Since 2015-06-17

Branch Locations

6605 Uptown Blvd Ne #280, Albuquerque, NM 87110 • 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
First Heartland Capital Inc Lake St. Louis MO 11/2001 Present
  • 11/2001 → Present
    First Heartland Capital Inc
    Lake St. Louis , MO
Other Businesses

AXCESS FINANCIAL INC TITLE: MANAGING PARTNER/PRESIDENT INSURANCE & FINANCIAL SERVICES INCLUDING INVESTMENTS 6605 UPTOWN BLVD NE STE 260 ALBUQUERQUE NM 87110 ALSO OFFER EMPLOYEE BENEFITS, INCLUDING MEDICAL, DENTAL, LIFE, DISABILITY, LONG TERM CARE, CAFETERIA PLANS, 401K PLANS Insurance Advisory Services Inc. Owner. Not investment related. Entity solely used for paying salaries/commissions and other private administrative tasks. Name is not and cannot be used publicly to market insurance or anything else. Start 1/1/96. First Heartland Consultants. IAR. Investment related. Investment advisory Services. Start 6/17/15. Emed Systems LLC. Inactive LLC. Formed for potential future marketing use. Non-investment related. Owner. Start date: 10/29/10. New Mexico Cannabis Chamber of Commerce. Not investment related. Preferred insurance advisor/consultant to chamber members. Start 12/9/21. Wellness Programs Sales. Not investment related. Agent/broker. Pretax funds for doctors, wellness similar to HSAs. Health navigation tool. Start 10/10/22. Amaze Health. Not investment related. Agent/broker. Health insurance sales. Start 1/1/24

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-03-18
  • S63 Uniform Securities Agent State Law Examination
    1997-03-18
Designations

View on SEC IAPD

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