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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 | 2020-04-21 |
| AR | RA | APPROVED | 2013-08-19 |
| IA | RA | APPROVED | 2007-05-08 |
Branch Locations
12035 University Ave. Suite 201, Clive, IA 50325 • 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 |
|---|---|---|---|---|
| First Heartland Capital Inc | Lake St. Louis | MO | 05/2007 | Present |
INTEGRATED FINANCIAL SOLUTIONS, Investment Related, Marketing of insurance and financial services., OWNER/PART OWNER, Start Date: 05/04/2007; GROUP BENEFITS LIMITED, Investment Related, MEDICARE SUPPLEMENT&PART D, AGENT/BROKER, Start Date: 05/04/2007; FIRST HEARTLAND CONSULTANTS, Investment Related, INVESTMENT ADVISORY SERVICES, IAR, Start Date: 05/04/2007; FORESIGHT INC, Not Investment Related, S CORP FOR TAX PURPOSES, OWNER, Start Date: 05/08/2017; KrisCross Holdings LLC, Not Investment Related, LLC to own farm ground or rental properties; currently no properties owned. No time spent during trading hrs. , MEMBER, Start Date: 01/01/2021; Cross and Christensen, LLC, Not Investment Related, Leases, employees, business/office expenses shared, paid from officers. , MEMBER, Start Date: 10/03/2005
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-31 |
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