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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2018-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmen Financial Services, Inc. | Omaha | NE | 01/2006 | 03/2018 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 03/2004 | 03/2018 |
| Covenant Financial Group | Saltillo | MO | 03/2018 | Present |
Covenant Financial Group of Saltillo, Investment Related, Marketing insurance and financial services., OWNER, Start Date: 03/06/2018 City of Saltillo, MS, Not Investment Related, Alderman (Elected Position) - Monthly meeting, discuss policies etc. Alderman, Start Date: 03/01/2020 City of Saltillo, MS, Not Investment Related, same duties as Alderman except will act as mayor if mayor unavailable, Vice Mayor, Start Date: 07/01/2021 First Heartland Consultants, Inc, Investment Related, Investment advisory services., IAR, Start Date: 11/19/2018 MCP, LLC, Not Investment Related, Owns rental properties of Rep. OWNER/PART OWNER, Start Date: 01/01/2012 S and M Investment Properties, LLC, Not Investment Related, Owns rental properties of Rep., OWNER, Start Date: 06/01/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-08 |
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