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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2010-02-11 |
Branch Locations
1230 Cheyenne Ave Suite 115, Grafton, WI 53024 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Don Fortney & Associates | Shorewood | WI | 08/1972 | Present |
| Insurnace Systems Inc. | Milwaukee | WI | 12/1982 | Present |
| Insurance Systems,Inc | Shorewood | WI | 03/1983 | Present |
| Money Concepts Capital | Palm Beach Gardens | FL | 01/2006 | Present |
(1) INSURANCE SYSTEMS INC. FIXED INTERIST ANNUITY SALES. FROM 1981. 1HR. PRESIDENT. RUNOFF BUSINESS. VERY LITTLE INCOME. 1230 CHEYENNE AVE (Suite #115), GRAFTON, WI 53024. (2) DON FORTNEY + ASSOCIATES. SALE PROPIERTARSHIP. FROM 1995. 2 HRS. 1230 CHEYENNE AVE (Suite #115), GRAFTON, WI 53024. (3) U.S. MARKETING CORPORATION. WHOLE SALE FIXED ANNUITIES, LIFE + LTC. FROM 1979. 30 HRS. PRESIDENT. CO-PRESIDENT.1230 CHEYENNE AVE (Suite #115), GRAFTON, WI 53024. (4) U.S. MARKETING COMMUNICATIONS CORP. WHOLE SALE OF FIX INTEREST ANNUITIES. FROM 1984. 5HRS. PRESIDENT. 1230 CHEYENNE AVE (Suite #115), GRAFTON, WI 53024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-04 |
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