Victoria Lynn Gort

Current Employers

Employment History

• 07/1990 → Present
  Executive Tax Service
  Stevensville, MI
• 05/2008 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Stevensville, MI

Previous Registrations

• 2011-01-13 → 2019-10-04
  Legend Advisory, Llc
  Stevensville, MI
  Palm Beach Gardens, FL

Other Businesses

INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2000 ADDRESS: 2437 Fountain Lane, Stevensville MI 49127, United States DESCRIPTION: Sales and service of health insurance, life insurance and fixed products. DBA-EXECUTIVE TAX & FINANCIAL SERVICES POSITION: SOLE PROPRIETOR AND INDEPENDENT CONTRACTOR REGISTERED PROFESSIONAL TAX PREPARER ESTATE PLANNING-ADVISORY PROFESSIONAL NATURE: TAX PREPARATION, FINANCIAL SERVICES MARKETING INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 07/01/1990 ADDRESS: 2437 FOUNTAIN LANE, STEVENSVILLE MI 49127, United States DESCRIPTION: I ACTIVELY ENGAGE IN LONG-TERM TAXATION PLANNING. I PREPARE BUSINESS, INDIVIDUAL AND FIDUCIARY  INCOME TAX RETURNS. I ADVISE FOR SUCCESSION PLANNING AND ASSIST ESTATE PERSONAL REPRESENTATIVES AND TRUST SUCCESSOR TRUSTEES. I ADVISE BENEFICIARIES AS TO THE DISTRIBUTION OPTIONS AND TAX ISSUES OF CURRENT AND FUTURE INHERITANCES.  SERENITY BEACHHOUSE RENTALS POSITION: OWNER NATURE: BEACH HOUSE RENTAL INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2012 ADDRESS: 2525 S ELEVENTH ST UNIT 86 & UNIT 56, PORT ARANSAS TX 78373, United States DESCRIPTION: OVERSEE MANAGER AND RENTAL OPERATIONS AS NECESSARY

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-20
• S63 Uniform Securities Agent State Law Examination
  1993-07-23

Other Names

• Vicki L Gort
• Victoria Lynn Landerhorst