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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-03-25 |
| NH | RA | APPROVED | 2013-03-20 |
Branch Locations
80 Nashua Road Suite A4, Londonderry, NH 03053 • 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 |
|---|---|---|---|---|
| Gemini Services | Londonderry | NH | 06/2001 | Present |
| First Heartland Capital, Inc | Lake St Louis | MO | 12/2009 | Present |
SELF EMPLOYED. Investment related. SALE AND DISTRIBUTION OF FIXED INSURANCE PRODUCTS. Start 11/12/09. PORTER & ASSOCIATES FINANCIAL AND ESTATE PLANNNING GROUP LLC. Investment related. PART OWNER. Entity used as DBA only. Start 10/4/12. First Heartland Consultants, Inc. Investment related. IAR. Investment Advisory Services. Start 3/20/13. Porter Tax Preparation Services, LLC. Not investment related. Tax Preparation Services. Start 1/18/18. Londonderry School Board. Board Member. Not investment related. School board member. Annual stipend. Start date 3/16/23.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-02 |
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