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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2019-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain St Bc-Bs | Clarksburg | WV | 06/2007 | Present |
| Premier Benefits Group, Llc | Bridgeport | WV | 06/2007 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2014 | 06/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2014 | 06/2019 |
| Parkland Securities Llc | Ann Arbor | MI | 06/2019 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 06/2019 | Present |
1. PREMIER BENEFITS GROUP LLC DBA PEAK CAPITAL GROUP LLC, 440 E MAIN ST, STE 106, BRIDGEPORT, WV, 6/2007 AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 10/WK - 5/TRADING. 2.PEAK WEALTH MANAGEMENT LLC, 440 E MAIN ST, STE 106, BRIDGEPORT, WV, 5/2018 AS OWNER/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. NIR - 0 HRS. 3. As an independently licensed insurance agent, I am appointed with various insurance companies. 4. Head coach of soccer team, Harrison County Schools, Clarksburg, WV. Coaching high school children to play soccer. Seasonal position that runs from August 1st through November 1st. Start date: 8/1/26, approx. 40 hrs/mo with minimal time spent during mkt hrs. INV REL: N; no access to funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-26 |
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