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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 | 2025-01-03 |
| WA | RA | APPROVED | 2017-01-26 |
| IA | RA | APPROVED | 2007-05-08 |
Branch Locations
12035 University Ave. Suite 201, Clive, IA 50325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Heartland Capital Inc | Lake St. Louis | MO | 05/2007 | Present |
INTEGRATED FINANCIAL SOLUTIONS (DBA), Investment Related, Marketing of insurance and financial services., OWNER, Start Date: 05/04/2007; GROUP BENEFITS LIMITED, Investment Related, INSURANCE SALES-WELLMARK BLUECROSS/BLUESHIELD, AGENT/BROKER, Start Date: 05/04/2007; FIRST HEARTLAND CONSULTANTS, Investment Related, INVESTMENT ADVISORY SERVICES, IAR, Start Date: 05/04/2007; C4 Services, Inc., Not Investment Related, S Corp. Only utilized for accounting/tax purposes. , OWNER, Start Date: 04/02/2019; Cross and Christensen, LLC, Not Investment Related, LLC used for shared office expenses between Cross and Christensen. , MEMBER, Start Date: 10/03/2005;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-17 |
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