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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 | 2021-07-09 |
| CO | RA | APPROVED | 2020-10-07 |
| ID | RA | APPROVED | 2020-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Am Retirement Services | Rexburg | ID | 01/2018 | 01/2020 |
| Harrop Enterprises | Rexburg | ID | 08/2018 | 12/2018 |
| First Heartland Capital Inc | Lake St. Louis | MO | 05/2019 | 01/2020 |
| Progrexion Teleservices | Rexburg | ID | 07/2013 | 01/2019 |
| Am Retirement Services | Rexburg | ID | 01/2019 | 01/2020 |
| 3 Peaks Financial | Ammon | ID | 01/2020 | 10/2020 |
| 3 Peaks Financial Advisors, Llc | Ammon | ID | 02/2020 | 10/2020 |
| First Heartland Capital Inc | Lake St Louis | MO | 10/2020 | Present |
| Byu - Idaho | Rexburg | ID | 09/2020 | Present |
Papaya Sue LLC. Not investment related. Online clothing retailer. Contractor. Start 10/1/18. AM Insurance Services, Inc. dba AM Retirement Services. Investment related. Marketing of insurance and financial services. Agent/broker. Start 8/1/17. First Heartland Consultants Inc. Investment related. Investment advisory services. IAR. Start 10/7/20. BYU Idaho. Not investment related. Relationship manager- Purchasing Department. Administrative. Start 9/1/20. Medicare Advantage sales. Not investment related. Medicare advantage sales. Agent/Broker. Start date 1/1/23.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-16 |
| S65 | Uniform Investment Adviser Law Examination | 2009-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-10 |
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