Brittany E. Cross

FIRST HEARTLAND CONSULTANTS

Vancouver, WA 98684

CRD#: 4385184

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Professional summary

Brittany Elaine Cross is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Vancouver, Washington and FIRST HEARTLAND CAPITAL, INC. located in Vancouver, Washington.

Brittany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Brittany has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brittany Elaine Cross's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 11, 2022 - Present

FIRST HEARTLAND CONSULTANTS, INC.

Office #1: 12500 Se Second Circle Suite 207, Vancouver, WA 98684

RIA

CRD#: 110377

Vancouver, WA

Current

September 13, 2022 - Present

FIRST HEARTLAND CAPITAL, INC.

Office #1: 12500 Se Second Circle Suite 207, Vancouver, WA 98684

CRD#: 32460

Vancouver, WA

Past

August 19, 2019 - May 23, 2022

D.A. DAVIDSON & CO.

RIA

CRD#: 199

PORTLAND, OR

Past

August 19, 2019 - May 23, 2022

D.A. DAVIDSON & CO.

CRD#: 199

PORTLAND, OR

Past

July 16, 2013 - August 19, 2019

FIRST HEARTLAND CONSULTANTS, INC.

RIA

CRD#: 110377

VANCOUVER, WA

Past

April 1, 2013 - August 19, 2019

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

VANCOUVER, WA

Past

February 24, 2012 - April 10, 2013

AVALON INVESTMENT & SECURITIES GROUP, INC.

CRD#: 6281

MUSCLE SHOALS, AL

Past

April 6, 2011 - March 2, 2012

SIGNATOR FINANCIAL SERVICES, INC.

RIA

CRD#: 19061

VANCOUVER, WA

Past

April 6, 2011 - March 2, 2012

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

VANCOUVER, WA

Past

September 9, 2005 - July 20, 2010

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

VANCOUVER, WA

Past

October 14, 2004 - July 20, 2010

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

VANCOUVER, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.

CRD#: 110377 / SEC#: 801-46595

RIA

Registered Investment Advisory firm - (5/23/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/23/2025)

California
(9/13/2022)

Colorado
(7/23/2025)

Idaho
(9/13/2022)

Montana
(9/13/2022)

New Mexico
(7/23/2025)

North Carolina
(2/21/2023)

Oregon
(9/13/2022)

Texas
(7/23/2025)

Washington
(9/13/2022)

IAR

Washington
(10/11/2022)

Wyoming
(9/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/1/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/13/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/2/2009

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.

CRD#: 110377 / SEC#: 801-46595

RIA

Registered Investment Advisory firm - (5/23/1994 Approved)

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Contact information

Main Address

4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367

Mailing Address

Phone number

(636) 625-0900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRST HEARTLAND CONSULTANTS, INC. (2/26/2025)

FIRST HEARTLAND CONSULTANTS INC. APPENDIX 1 TO FORM ADV PART 2A - FIRST HEARTLAND ASSET STRATEGIES WRAP FEE PROGRAM (2/26/2025)

FIRST HEARTLAND CONSULTANTS INC-APPENDIX I TO ADV PART 2A WRAP FEE PROGRAM (2/26/2025)

FIRST HEARTLAND CONSULTANTS, INC.-APPENDIX I TO FORM ADV PART 2A-RETIREMENT PLAN WRAP SERVICES (2/26/2025)

Regulatory assets under management

Total Number of Accounts	9,231
AUM (Assets Under Management)	$ 1,771,078,009

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/13/2025	Cover Page	Report
08/12/2024	Cover Page	Report
12/07/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brittany E. Cross

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brittany Elaine Cross's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST HEARTLAND CAPITAL, INC.

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CAPITAL, INC.

AVALON INVESTMENT & SECURITIES GROUP, INC.

SIGNATOR FINANCIAL SERVICES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

FIRST HEARTLAND CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2005

SIE

Date: 10/1/2018

Series 7

Date: 10/13/2004

Series 24

Date: 2/2/2009

FINRA

Current Firm

FIRST HEARTLAND CONSULTANTS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIRST HEARTLAND CONSULTANTS, INC.

TRUST BUT VERIFY

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