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25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-09-19 |
| TX | RA | APPROVED_RES | 2023-09-18 |
Branch Locations
510 W Pearce Blvd, Wentzville, MO 63385 • United States
25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solae Group, Llc | Wentzville | MO | 11/2020 | Present |
| Mortgage Free Life, Llc | Wentzville | MO | 03/2023 | Present |
| First Heartland Capital | Lake St. Louis | MO | 05/1999 | 11/2021 |
| Rpg Family Wealth Advisors, Llc D/B/A The Innovative Group | Wentzville | MO | 09/2023 | Present |
1. Solae Group, LLC; Wentzville, MO; Owner/Insurance Agent since 11/2021; investment related; sales of insurance products; 80 hrs/mo 2. Mortgage Free Life, LLC; Wentzville, MO; Owner/Insurance Agent since 01/2023; investment related; sales of insurance products; 80 hrs/mo 3. DBA; The Innovative Group; At Reported Business Location; Registered Investment Advisor DBA; IAR; 09/15/2023 4. Mortgage Free Life, LLC; 510 W Pearce Blvd Wentzville MO 63385; Owner since 01/2024; Not Investment Related; Fixed Life and Annuities; Train and recruit agents; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 70; Website address for the organization: mortgagefreelife.com.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-14 |
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