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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-09 |
| IN | RA | APPROVED | 2004-08-23 |
Branch Locations
6745 S. Gray Road Suite A, Indianapolis, IN 46237 • 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 |
|---|---|---|---|---|
| First Heartland Capital Inc | Lake St. Louis | MO | 08/2004 | Present |
MEYER FINANCIAL STRATEGIES. Investment related. SALE AND DISTRIBUTION OF INSURANCE PRODUCTS. Start 8/19/04. FIRST HEARTLAND CONSULTANTS, Inc. Investment related. IAR. INVESTMENT ADVISORY SERVICES. Start 8/18/04. Meyer Financial Insurance, LLC. Not investment related. Owner. LLC used for tax purposes only. Start 8/19/04.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-09 |
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