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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Hamden | CT | 04/2017 | 03/2019 |
| Mml Investors Services | Hamden | CT | 05/2017 | 03/2019 |
| Unemployed | Simsbury | CT | 08/2016 | 04/2017 |
| Guardian Life Insurance Company | Farmington | CT | 03/2019 | 01/2020 |
| Park Avenue Securities | Farmington | CT | 03/2019 | 01/2020 |
| Nylife Securities Llc | Windsor | CT | 03/2020 | 10/2024 |
| New York Life Insurance Co. | Windsor | CT | 12/2019 | 10/2024 |
| Ninja Mountain Bike Performance | Weatoque | CT | 04/2018 | 10/2023 |
| Eagle Strategies Llc | Windsor | CT | 03/2020 | 10/2024 |
| Dynamic Cycling Adventures | East Burke | VT | 11/2021 | Present |
| Parkland Securities Llc | East Burke | VT | 05/2025 | Present |
| Sigma Planning Corporation | East Burke | VT | 05/2025 | Present |
1. Appointed with carriers for the purpose of brokering non-registered insurance products (life and health insurance sales), East Burke, VT. Start date: 7/8/25, approx. 5 hrs/mo. INV REL: Y 2. Dynamic Cycling Adventures, LLC; Cycling, guiding and coaching - mountain bike clinics and camps; 263 Apple Tree Lane, East Burke, Vermont; Start Date 11/2021; Role/Title: Co-Owner with spouse; 19 hrs/mo; 0 hours per month during securities trading hours; and will coach/guide on the weekends. INV REL: N 3. Dynamic Professional Services, LLC; 263 Apple Tree Lane, East Burke, VT. Property management business managed by spouse. Start date: 3/24/23, less than 1 hr/mo. INV REL: N 4. DBA - Triple Crown Financial Services, LLC, East Burke, VT. Name used for my financial practice with services through Parkland Securities LLC and SPC. Start date: 11/15/25, approx. 40hrs/wk, all during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-01 |
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