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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-03-18 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Krugerville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
HEALTH INSURANCE AGENT - Individual and Group Health Insurance Sales. Start date: 8/1/99, approximately 2 hrs/mo on health insurance and about 1 hr during securities trading hours. Do not solicit new health insurance business. Mainly referrals and maintaining existing health insurance clients. DBA - Self Financial Strategies, Krugerville, TX. Name used for my financial services business offered through Parkland Securities and SPC. Start date: 10/28/2025, approx. 200 hrs/mo with 75% during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-07 |
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