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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
10661 N. Kendall Dr Suite 229, Miami, FL 33176 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Miami | FL | 03/2000 | 01/2026 |
| Pfs Investments Inc | Miami | FL | 02/2002 | 01/2026 |
| Parkland Securities, Llc | Ann Arbor | MI | 01/2026 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2026 | Present |
DBA - Olive Branch Financial Group, Miami, FL. Name used for my securities practice with Parkland Securities LLC. Start date: 3/19/26, approx. 40 hrs/wk. INV REL: Y Sale of non-variable insurance products (including life insurance, DI and LTC) through various insurance companies. Start date: 1/24/26, approx. 5-8 hrs/mo. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-16 |
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