Best Investors
Account
Sign in
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 |
|---|---|---|---|---|
| First Heartland Capital, Inc | Lake St Louis | MO | 12/2009 | Present |
PORTER AND ASSOCIATES LLC. Investment related. SALE AND DISTRIBUTION OF INSURANCE PRODUCTS. Start 11/12/09. Porter Tax Preparation Services, LLC. Not investment related. Tax Preparation Services. Start 11/18/18. First Heartland Consultants. Investment related. Investment advisory services. Start 3/20/13.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-10 |
Reach out to this advisor