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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
IL RA APPROVED 2013-02-08
IN RA APPROVED 2001-08-28
  • IL RA
    APPROVED
    Since 2013-02-08
  • IN RA
    APPROVED
    Since 2001-08-28

Branch Locations

3141 Willowcreek Road Suite M3, Portage, IN 46368 • 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 Saint Louis MO 07/2001 Present
  • 07/2001 → Present
    First Heartland Capital, Inc.
    Lake Saint Louis, MO
Other Businesses

LYONS AND BOLEK, LLP. Investment related. SALE AND DISTRIBUTION OF INSURANCE PRODUCTS. Start 1/21/05. FIRST HEARTLAND CONSULTANTS, Inc. Investment related. IAR. INVESTMENT ADVISORY SERVICES. Start 7/24/01.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-09-25
S65 Uniform Investment Adviser Law Examination 1997-09-25
  • S63 Uniform Securities Agent State Law Examination
    1997-09-25
  • S65 Uniform Investment Adviser Law Examination
    1997-09-25

View on SEC IAPD

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