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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-14 |
| OH | RA | APPROVED | 2007-12-14 |
Branch Locations
6525 West Campus Oval Suite 125, New Albany, OH 43054 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
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 |
|---|---|---|---|---|
| Gilliland Lee Financial Group, Inc. | Dublin | OH | 09/2008 | Present |
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | Present |
1. GILLILAND LEE FINANCIAL GROUP, INC.: I SELL FIXED ANNUITIES, LIFE INSURANCE, HEALTH INSURANCE AND LONG TERM CARE INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. I HAVE BEEN IN THE INDUSTRY FOR 21+ YRS. 2. I AM THE CO-TRUSTEE OF MY MOTHER DIANA LEE'S TRUST. 3. Co-own and receive rental income from two residential properties located in New Albany, OH and Bluffton, SC. Start date: 7/1/16, approx. 2 hrs/mo. INV REL: N 4. Owner - Lee Financial & Insurance Services, Inc., New Albany, OH. Company owned for fixed insurance product sales. Start date: 2/19/04. INV REL: Y 5. Receive crop rental income from farmer renting farmland that is personally owned. Start date: 8/25/23, approx. 5-10 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-30 |
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