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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-04-18 |
Branch Locations
3535 Roswell Rd Suite 16, Marietta, GA 30062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Insurance Brokerage | Atlanta | GA | 07/1983 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2012 | Present |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 09/2012 | 03/2017 |
| First Heartland Capital Inc | Lake St Louis | MO | 03/2017 | Present |
NATIONAL INSURANCE BROKERAGE. INVESTMENT RELATED. AGENT. LIFE, ANNUITY, LTC Brokerage (fixed). Start 7/01/83. Meaders Financial Group. Investment Related. Owner. DBA marketing insurance and financial services. Start 7/1/83. Rental Property. Not investment related. Own with spouse. Marietta, GA Start 10/8/21 Rental property. Investment related. Rents out 2 cottages in Kiawah Island, SC. Start 1/1/22. First Heart Consultants. Investment related. Investment advisory services. IAR. Start 4/18/17.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-02-27 |
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