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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Barry L Moss & Assoc., Inc. | Holiday | FL | 03/1998 | Present |
| Lincoln Investment | Wyncote | PA | 07/2015 | 04/2017 |
| Parkland Securities Llc | Ann Arbor | MI | 04/2017 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 04/2017 | Present |
1. DBA- BARRY L. MOSS & ASSOCIATES, INC. POSITION: President / Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: 2248 Sand Bay Dr, Holiday FL 34691 DESCRIPTION: Duties include helping existing clients with a claim, renewal, or questions relative to their insurance products.The compensation is mostly renewal commissions from years in the life and health insurance business. 2) As an independently licensed insurance agent, I am appointed with various insurance companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-03 |
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