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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-15 |
Branch Locations
4 1/2 E Main St Suite 200, Tipp City, OH 45371 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 01/2016 | 11/2020 |
| Securities America, Inc. | Tipp City | OH | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Tipp City | OH | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Tipp City | OH | 06/2024 | 08/2024 |
| Osaic Wealth, Inc. | Tipp City | OH | 06/2024 | 08/2024 |
| First Heartland Capital Inc | Lake St Louis | MO | 08/2024 | Present |
First Heartland Consultants, Inc. , Investment Related, Investment advisory services., IAR, Start Date: 08/15/2024 DG Financial Services, Investment Related, Marketing insurance and financial services. AGENT/BROKER, Start Date: 08/15/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-28 |
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