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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-11 |
| FL | RA | APPROVED | 2012-10-25 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
803 Shotgun Road, Sunrise, FL 33326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcore Financial | Plantation | FL | 10/2009 | Present |
| Spc | Ann Arbor | MI | 10/2012 | Present |
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | Present |
WealthCore Financial, LLC - Member of the LLC. Using this LLC as DBA to market financial products. Providing various financial services to the public as integrated part of the practice, including current, former, and prospective clients, as a Life/Health Licensed Insurance Agent in several states. Florida state resident license A192466. Income from non-securities products that flows through WealthCore Financial includes Fixed Insurance sales from several insurance companies by offering Life, Annuities, Health, Dental, Disability, Long-Term Care, Group and Executive Benefits; Discount Dental plans (non-insurance product); Referring through a broker to Professional Employer Organizations (PEO) and Payroll Services. Other revenue may come from override on production of other licensed agents that is paid by carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-17 |
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