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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2017-03-10 |
Branch Locations
2228 Cottondale Lane Ste 250, Little Rock, AR 72202 • United States
437 Newman Springs Road, Lincroft, NJ 07738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Heartland Corporation | Lake St Louis | MO | 07/2010 | Present |
| First Heartland Capital Inc | Lake St Louis | MO | 12/2014 | 10/2016 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 03/2017 | Present |
(1)FIRST HEARTLAND/CPS INSURANCE;NON INVESTMENT RELATED; 1835 LAKE SAINT LOUIS BLVD, LAKE ST LOUIS, MO; INSURANCE AGENCY; MARKETING DIRECTOR/POINT OF SALE SPECIALIST; 7/2010; 80 HRS MONTH; 50 HRS MONTH;FIXED INSURANCE SALES (2)EMPLOYERS INSURANCE CONSULTANTS, LLC; NON INVESTMENT RELATED; 310 W MCCLOY ST, MONTICELLO, AR; EMPLOYEE BENEFITS; AGENT; 3/2017; 16 HRS MONTH; 16 HRS MONTH; RELATIONSHIP MANAGEMENT/BUILDING (3)JUSTUS LANDRY INSURANCE AGENCY; NON INVESTMENT RELATED; 1501 N. UNIVERSITY AVE, LITTLE ROCK, AR; PROPERTY AND CASUALTY INSURANCE; AGENT; 6/2016; 8 HRS MONTH; 8 HRS MONTH; HOME AND AUTO INSURANCE SALES (4) Wealth path/Pension mark 2228 Cottondale lane, Suite 250 Little Rock AR 72202 IAR Client Financial Advisor, Started 2/2017, 2hours during trading time, (5) St. Bernard Financial Services - Investment Related; 1609 W. Main St. Russelville, AR 72801; Broker/Dealer; Registered Rep.; 5/1/19; 4 hours per month; 4 hours during trading hours; sell Variable Life & Annuities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-15 |
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