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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2015-06-17 |
Branch Locations
6605 Uptown Blvd Ne #280, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Heartland Capital Inc | Lake St. Louis | MO | 11/2001 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-18 |
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