Gregg Teak Georgantas

Current Employers

Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2018-02-05

IL RA
APPROVED

Since 2018-02-05

Branch Locations

Channanon, IL • United States

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
First Heartland Capital Inc	Lake St Louis	MO	01/2013	02/2018
Securities Management & Research, Inc.	Channahon	IL	02/2018	Present
Bfc Planning, Inc.	Channahon	IL	02/2018	Present

01/2013 → 02/2018

First Heartland Capital Inc

Lake St Louis, MO
02/2018 → Present

Securities Management & Research, Inc.

Channahon, IL
02/2018 → Present

Bfc Planning, Inc.

Channahon, IL

Previous Registrations

2017-01-08 → 2018-02-05

First Heartland Consultants, Inc.

Channahan, IL

Other Businesses

1.GTG INSURANCE & FINANCIAL SERVICES-N-CHANNAHON, IL-SECURITIES AND INSURANCE SALES-OWNER-01/2013-180-110-DBA NAME FOR SECURITIES AND INSURANCE BUSINESS. 2. BUSINESS HEALTH INSURANCE SERVICES, INC-N-CHANNAHON, IL-INSURANCE-PRESIDENT-12/1999-30-15-SALES AND SERVICE OF INDIVIDUAL AND GROUP MEDICAL PLANS, INDIVIDUAL LIFE INSURANCE, LONG TERM CARE, AND DISABILITY INSURANCE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-06-20
S63	Uniform Securities Agent State Law Examination	1991-08-29

S65 Uniform Investment Adviser Law Examination

2016-06-20
S63 Uniform Securities Agent State Law Examination

1991-08-29

View on SEC IAPD