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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
9890 Research Drive Suite 200, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Wealth Financial & Insurance Services | Anaheim | CA | 06/2004 | Present |
| Parkland Securities | Ann Arbor | MI | 08/2014 | Present |
1. PRECISION WEALTH FINANCIAL & INSURANCE SVCS, 9890 RESEARCH DR. SUITE 200 IRVINE CA 92618 . AGENT, 06/2004. INVEST-RELATED. APPROX 20 HRS/MTH. USED FOR SALE OF SECURITIES PRODUCTS. 2. President - Dynamis Wealth Solutions, LLC, Santa Monica, CA. Provides clients with group health and life insurance products. Start date: 6/18/20, approx. 25 hrs/mo, none during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-14 |
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