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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-12 |
| CA | RA | APPROVED | 2007-06-07 |
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 | 05/2003 | Present |
| Parkland Securities | Ann Arbor | MI | 08/2014 | Present |
1. PRECISION WEALTH FINANCIAL & INSURANCE SVCS. 9890 RESEARCH DRIVE, #200, IRVINE, CA 92618; INVEST-RLTED. PRESIDENT, PARTNER, INSURANCE AGENT, 50% OWNER, 20 HRS/MTH. START DATE 02/2006, OFFERS FINANCIAL SERVICES, SELLS VARIOUS LINES OF INSURANCE THROUGH VARIOUS INSURANCE COMPANIES W-2 INCOME ON INSURANCE THROUGH PRECISION WEALTH. FEE BASED PLANNING THROUGH SIGMA PLANNING CORPORATION. 2. 50% OWNER OF DOUBLE DRAGON ENTERPRISES LLC WITH MICAH FRANKEL (Parkland Rep). DOUBLE DRAGON OWNS OUR BUILDING THAT WE WORK IN AND OPERATE OUR BUSINESS FROM. 3. 50% owner of Precision Management, LLC along with Micah Frankel (Parkland Rep). It is an entity we have set up to purchase additional real estate property. Start date: 1/5/17, approx. 2 hrs/mo with 50% during market hours. 4. 50% owner of Precision Health Management, a holding company for the ownership shares of Complex Healthcare Solutions based in Fort Worth, TX. Start date: 12/1/19, approx. 5-6 hrs/mo, 4 hrs during mkt hrs. Not investment related. 5. Board member and 25% owner of Complex Healthcare Solutions based in Houston, TX. Role consists of sales team and process development, improvement of operations procedures and client communication systems. Start date: 12/1/19, approx. 5-6 hrs/mo, 4 hrs during mkt hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-21 |
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