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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-16 |
| UT | RA | APPROVED | 2009-02-19 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
2469 Fort Union Blvd Suite 200, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkland Securities | Ann Arbor | MI | 08/2014 | Present |
ANDERSEN RETIREMENT & INSURANCE CONCEPTS INC., PRESIDENT; LEGACY FINANCIAL GROUP LLC., MANAGING MEMBER. SELL HEALTH, LIFE, FIXED ANNUITIES AND FIXED INDEX ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES; LEGACY FINANCIAL GROUP, LLC; FIXED INSURANCE BUSINESS AND SOME EIA BUSINESS FROM AGENTS APPOINTED THROUGH LEGACY FINANCIAL GROUP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-15 |
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