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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-30 |
| TX | RA | APPROVED_RES | 2025-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Charlotte | NC | 05/2006 | 04/2019 |
| H.D. Vest Advisory Services | Charlotte | NC | 07/2006 | 04/2019 |
| Lombard Securities Incorporated | Baltimore | MD | 04/2019 | 05/2025 |
| Lombard Advisers Incorporated | Baltimore | MD | 04/2019 | 05/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2025 | Present |
| Jack A. Heil, Cpa | Charlotte | NC | 09/1989 | Present |
| Jack A. Heil (Self Employed) | Charlotte | NC | 10/2013 | Present |
1)Jack A. Heil, CPA-5419 Stallworth Dr., Charlotte, NC 28226; Investment related; Tax Preparation/Accounting; Owner/CPA; Start date 9/1989; 100 hrs/mnth & during trading. 2) Jack A. Heil (self-employed)-5419 Stallworth Dr., Charlotte, NC 28226; Investment related; Insurance (Life, Health, Disability, Annuities) services; Agent; Start date 10/2013; 2 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-10 |
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