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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-25 |
| MA | RA | APPROVED | 2016-04-05 |
| CA | RA | APPROVED | 2016-02-01 |
| OH | RA | APPROVED | 2016-02-01 |
Branch Locations
29550 Detroit Rd Suite 300, Westlake, OH 44145 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachuttes Mutual Life Insurance Co. | Springfield | MA | 02/1994 | Present |
| First Heartland Capital Inc | Lake St Louis | MO | 01/2016 | Present |
F&R VENTURES LLC, Not Investment Related, FINANCIAL HOLDING COMPANY, OWNER/PART OWNER, Start Date: 01/01/2003 My Advisors Group, LLC DBA Building Blocks Financial Planning, Investment Related, Marketing insurance and financial services. No public use of LLC name., OWNER, Start Date: 01/01/2008 First Heartland Consultants, Inc., Investment Related, Investment advisory services, IAR, Start Date: 01/29/2016 Hrobat Insurance agency, Investment Related, Prop and cas insurance, commercial, auto, home, AGENT/BROKER, Start Date: 04/01/2018 George Y Chamoun Irrevocable Life Insurance Trust, Investment Related, Trustee on Irrevocable Life Insurance Trust., TRUSTEE, Start Date: 05/15/2003 American College Foundation and College Funding Solutions, Inc., Investment Related, College funding information/assistance service. No compensation. Representative, Start Date: 05/15/2023 Kwik N Clean Laundry Inc., Not Investment Related, FP agreed to assist as Registered Agent many years ago. In process of resigning as Registered Agent., Registered Agent, Start Date: 04/26/2001
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-04 |
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