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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 | 2019-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmen Of The World Life Insurance Society | Omaha | NE | 05/2016 | 02/2018 |
| Woodmen Financial Services, Inc. | Omaha | NE | 09/2016 | 02/2018 |
| First Heartland Capital Inc | Lake St Louis | MO | 02/2018 | Present |
Van Wallace Insurance Agency, Investment Related, Property & Casualty Insurance Sales, AGENT/BROKER, Start Date: 02/17/2018 Covenant Financial Group, Investment Related, Marketing insurance and financial services., AGENT/BROKER, Start Date: 02/01/2018 Itawamba County Development Council, Not Investment Related, Help promote and attract new businesses to Itawamba County. Volunteer. 4 hours a month., BOARD MEMBER, Start Date: 09/01/2020 Covenant Financial of Fulton, Investment Related, Marketing insurance and financial services., AGENT/BROKER, Start Date: 02/01/2018 First Heartland Consultants, Inc., Investment Related, Investment advisory services., IAR, Start Date: 04/04/2019 J and M Family Farms, Not Investment Related, Assist family member who is farm owner with farm operations., OTHER, Start Date: 01/01/2006
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-08 |
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