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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Planning Group | Jackson | MS | 09/1984 | Present |
| Valmark Securities, Inc. | Beachwood | OH | 05/2002 | 03/2024 |
| Valmark Advisers, Inc. | Jackson | MS | 07/2002 | 03/2024 |
| First Heartland Capital Inc | Jackson | MS | 03/2024 | Present |
H. Larry Fortenberry, CPA., Investment Related, Certified Public Accountant - does tax returns for individuals and corporations. OWNER/PART OWNER, Start Date: 01/01/2000 Insurance Sales., Investment Related, Receives Insurance Commissions/Trails from various insurance companies., OWNER, Start Date: 01/01/2000 First Heartland Consultants., Investment Related, Investment Advisory Services, IAR, Start Date: 02/09/2024 NAIFA MS., Investment Related, National Association of Insurance and Financial Advisors. Member of Executive Committee responsible for recruiting members. , Committee / Board Member, Start Date: 09/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-21 |
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