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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-13 |
| MI | RA | APPROVED | 2017-01-18 |
Branch Locations
9077 Charlotte Hwy, Portland, MI 48875 • United States
300 S Adams St, Newaygo, MI 49337 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drummond Capital | Grand Rapids | MI | 11/2010 | Present |
| First Heartland Capital, Inc | Lake St Louis | MO | 12/2010 | Present |
Clearwater Wealth Management. Investment related. 3089 44th St SW, Grandville, MI. 49418. Marketing Entity for Sale and Distribution of Insurance Products. Agent/Broker. Start 1/1/21. First Heartland Consultants. Investment related. 4101 LAKE ST LOUIS BLVD, Lake St. Louis, MO. 63367. INVESTMENT ADVISORY SERVICES. IAR. Start 1/1/17. Gerber FCU Investment Services. Investment related. DBA for marketing financial services at the credit union. Start 12/21/10. PFCU Financial Planning. Investment related. DBA used for marketing financial services at the credit union. Start 12/21/10. Drummond Capital Management Group, LLC. Investment related. Entity used for credit union relationships. Start 1/26/23. Rental property. Investment related. Owns rental property in Bear Lake, MI. Start 1/1/24.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-09 |
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