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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-27 |
Branch Locations
7 Ridgedale Ave, Suite 203, Cedar Knolls, NJ 07927 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platinum Corp Services, Llc | Montville | NJ | 05/2007 | 01/2025 |
| The Investment Center Inc | Cedar Knolls | NJ | 12/2012 | 01/2025 |
| Ic Advisory Services Inc | Cedar Knolls | NJ | 01/2015 | 01/2025 |
| Parkland Securities, Llc | Ann Arbor | MI | 01/2025 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2025 | Present |
DBA - Longview Asset Management LLC, Cedar Knolls, NJ. Name used for financial practice Start date: 5/7/25, approx. 80 hrs/mo. INV REL: Y Clark Silverstein Independent Life Insurance Sales. Start date 12/2007. Life insurance agent contracted with multiple insurance companies. 5-10 hours per week during normal business hours. Duties include the review of clients existing policies and the completion of new Life, Disability and LTC applications. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-11 |
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