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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
HI RA APPROVED 2026-01-02
AZ RA APPROVED 2025-12-19
NV RA APPROVED 2025-12-18
OR RA APPROVED 2025-12-18
CA RA APPROVED 2025-12-17
CO RA APPROVED 2025-12-17
TX RA APPROVED_RES 2025-12-17
UT RA APPROVED 2025-12-17
WA RA APPROVED 2025-12-17
  • HI RA
    APPROVED
    Since 2026-01-02
  • AZ RA
    APPROVED
    Since 2025-12-19
  • NV RA
    APPROVED
    Since 2025-12-18
  • OR RA
    APPROVED
    Since 2025-12-18
  • CA RA
    APPROVED
    Since 2025-12-17
  • CO RA
    APPROVED
    Since 2025-12-17
  • TX RA
    APPROVED_RES
    Since 2025-12-17
  • UT RA
    APPROVED
    Since 2025-12-17
  • WA RA
    APPROVED
    Since 2025-12-17

Branch Locations

Midway, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life Campbell CA 10/2015 02/2017
Bankers Life Securities Inc Campbell CA 06/2016 02/2017
Penn Mutual Life Ins. Co Horsham PA 02/2017 06/2017
Hornor Townsend & Kent Inc Horsham PA 02/2017 06/2017
Allstate Insurance Co Northbrook IL 06/2017 Present
Negado Insurance & Financial Services San Jose CA 06/2017 Present
Pan Moving & Storage, Llc Dbatony's Sons Moving And Storage Rancho Cordova CA 11/2021 09/2023
Allstate Financial Services, Llc Lincoln NE 06/2017 Present
  • 10/2015 → 02/2017
    Bankers Life
    Campbell, CA
  • 06/2016 → 02/2017
    Bankers Life Securities Inc
    Campbell, CA
  • 02/2017 → 06/2017
    Penn Mutual Life Ins. Co
    Horsham, PA
  • 02/2017 → 06/2017
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 06/2017 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 06/2017 → Present
    Negado Insurance & Financial Services
    San Jose, CA
  • 11/2021 → 09/2023
    Pan Moving & Storage, Llc Dbatony's Sons Moving And Storage
    Rancho Cordova, CA
  • 06/2017 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
Previous Registrations
  • 2003-09-16 → 2007-01-12
    Trilogy Capital Strategies, Inc.
    San Ramon, CA
  • 2003-01-10 → 2003-08-18
    Walnut Creek, CA
  • 2001-06-27 → 2003-01-09
    1717 Capital Management Company
    San Francisco, CA
Other Businesses

Negado Insurance & Financial Services, Investment Related, Marketing insurance & financial services. DBA., Owner, Start Date: 01/01/2017. Hours/month: 160, Hours/month during securities: 160, Address: Branch Address Reported on U-4 4208 Dubhe Court, Concord, CA 94521, Not Investment Related, Rental Property, Owner, Start Date: 06/01/2025. Hours/month: 1, Hours/month during securities: 0, Address: Branch Address Reported on U-4 Canoe and Current Wealth Strategies, Investment Related, DBA. Marketing insurance and financial services., Owner, Start Date: 08/01/2025, Hours/month: 160, Hours/month during securities: 160, Address: Branch Address Reported on U-4 Canoe and Current Publishing, Investment Related, DBA. Marketing books related to financial planning authored by Rep. Rep has self published a book in the past, and is currently working on publishing a book with a publisher., Owner, Start Date: 12/18/2025, Hours/month: 30, Hours/month during securities: 0, Address: Branch Address Reported on U-4

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-08-03
S65 Uniform Investment Adviser Law Examination 2001-05-09
  • S63 Uniform Securities Agent State Law Examination
    2009-08-03
  • S65 Uniform Investment Adviser Law Examination
    2001-05-09
Designations
Other Names
  • Patrick John Negado
  • Patrick Negado

View on SEC IAPD

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