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Current Employers
First Heartland Consultants, Inc.

4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2018-11-19
  • MS RA
    APPROVED
    Since 2018-11-19

Branch Locations

386 Mobile St, Saltillo, MS 38866 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2006 → 03/2018
    Woodmen Financial Services, Inc.
    Omaha, NE
  • 03/2004 → 03/2018
    Woodmen Of The World Life Insurance Society
    Omaha, NE
  • 03/2018 → Present
    Covenant Financial Group
    Saltillo, MO
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-15
S63 Uniform Securities Agent State Law Examination 2006-02-08
  • S65 Uniform Investment Adviser Law Examination
    2018-10-15
  • S63 Uniform Securities Agent State Law Examination
    2006-02-08

View on SEC IAPD

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