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Current Employers
First Heartland Consultants, Inc.

4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-03-25
NH RA APPROVED 2013-03-20
  • MA RA
    APPROVED
    Since 2013-03-25
  • NH RA
    APPROVED
    Since 2013-03-20

Branch Locations

80 Nashua Road Suite A4, Londonderry, NH 03053 • 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 No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Gemini Services Londonderry NH 06/2001 Present
First Heartland Capital, Inc Lake St Louis MO 12/2009 Present
  • 06/2001 → Present
    Gemini Services
    Londonderry, NH
  • 12/2009 → Present
    First Heartland Capital, Inc
    Lake St Louis, MO
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-01-02
  • S63 Uniform Securities Agent State Law Examination
    2003-01-02
Designations

View on SEC IAPD

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