Deanna Lynn Holmes

Employer firm

First Heartland Consultants, Inc. CRD 110377

$2.09B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2002 → Present
  Holmes & Griffeth, Inc.
  Springfield, MO
• 10/2004 → 02/2019
  Usa Financial Securities Corporation
  Ada, MI
• 02/2019 → Present
  First Heartland Capital Inc
  Lake St Louis, MO

Previous Registrations

• 2008-02-01 → 2019-02-04
  Usa Financial Securities Llc
  Ada, MI
  Springfield, MO
  Springfield, MO
  Mercedes, TX

Other Businesses

HOLMES & GRIFFETH, INC. (DBA HOLMES & GRIFFETH FINANCIAL PLANNERS 2/18/2019) Investment related. Agent/Broker. Sale of insurance products. Start 10/1/02. 636 W. REPUBLIC RD. SUITE B108. SPRINGFIELD, MO 65807. BSDH Properties LLC - Not investment related - Own and manage rental properties. Start 9/1/16 Brightline Enterprises LLC - Not investment related - Own and manage rental properties - 50% owner - Start 10/4/13. First Heartland Consultants - Investment related - Investment advisory services - Start 5/27/20. Brightline Inc. - Part Owner - Not investment related - corporation is minor partner in Brightline Enterprises - Start 12/9/22. David Orchards LC - Manager - Not investment related - Former orchard - no longer operational. Start 12/9/22.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-22
• S66 Uniform Combined State Law Examination
  1999-09-10

Other Names

• Deanna Lynn Davis