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Kerri Ann Dane

Spc

Ann Arbor, MI

Aubrey, TX

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Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-04-25
  • TX RA
    APPROVED
    Since 2011-04-25

Branch Locations

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

104 Redfearn Rd Suite 100, Aubrey, TX 76227 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spc Ann Arbor MI 04/2011 Present
Parkland Securities Ann Arbor MI 08/2014 Present
  • 04/2011 → Present
    Ann Arbor, MI
  • 08/2014 → Present
    Parkland Securities
    Ann Arbor, MI
Previous Registrations
  • 2007-11-06 → 2011-05-02
    Aubrey, TX
    Plano, TX
  • 2003-03-26 → 2007-11-19
    A. G. Edwards & Sons, Inc.
    Denton, TX
    Frisco, TX
    Denton, TX
Other Businesses

1. I OWN RENTAL PROPERTY THAT I MANAGE MYSELF. I SPEND APPROXIMATELY 2 HRS/MO DURING NON-BUSINESS HOURS WORKING WITH THESE. I COLLECT RENT AND SHOW THE HOUSES TO PROSPECTIVE RENTERS WHEN THEY BECOME VACANT. 2. INDEPENDENT AGENT WITH VARIOUS INSURANCE COMPANIES FOR FIXED INSURANCE. 3. DBA - Arrow's Edge Wealth Planners, Aubrey, TX. Offering financial products and services through Parkland Securities, LLC and Sigma Planning Corp. Start date: 2/18/25, approx. 160 hrs/mo. INV REL: Y

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-19
S63 Uniform Securities Agent State Law Examination 2000-07-17
  • S66 Uniform Combined State Law Examination
    2003-03-19
  • S63 Uniform Securities Agent State Law Examination
    2000-07-17
Other Names
  • Kerri Ann Dane
  • Kerri Anne Mayes
  • Kerri Dane Mayes
  • Kerri Ann Mayes
  • Kerri Ann Dane
  • Kerri Ann Dane-Shelton

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