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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-25 |
| CO | RA | APPROVED | 2009-02-26 |
Branch Locations
1425 N. Union Blvd, Colorado Springs, CO 80909 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
2497 Power Rd Unit 5, Grand Junction, CO 81507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agora Wealth Management | Colorado Springs | CO | 04/2008 | Present |
| Sigma Planning Corporation | Colorado Springs | CO | 02/2009 | Present |
| Parkland Securities | Ann Arbor | MI | 08/2014 | Present |
1. AGENT - VARIOUS HEALTH/LIFE COMPANIES 2. Agora Wealth Management LLC, Colorado Springs, CO. Act as a managing member. Name used for our financial practice through Parkland Securities LLC and SPC. Start date: 1/1/2010. INV REL: Y 3. 33.33% owner of Carragh Properties, LLC, Colorado Springs, CO. Ownership of building / property that houses business office as well as other tenants. Start date: 4/7/17, approx. 2 hrs/mo. 4. Sole Owner/Manager - MOPARZ (formerly ERUS, LLC). Purchasing 2 duplex properties in Joplin, MO as rental properties. Start date: 7/30/20, approx. 2 hrs/mo. Not investment related. 5. Managing Member - PARZ LLC. Co-owned LLC with spouse. Receive rental income from space purchased for Grand Junction, CO, office. Start date: 1/1/2015, approx. 4 hrs/mo. Not investment related. 6. President of board for the Power Road Center Condominium HOA, Grand Junction, CO. General board duties. Start date: 5/12/26, approx. 3 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-02-17 |
| S65 | Uniform Investment Adviser Law Examination | 2009-02-25 |
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