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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-20 |
| KY | RA | APPROVED | 2015-03-10 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
6900 Houston Road Building 700 Suite 31, Florence, KY 41042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkland Securities Llc. | Ann Arbor | MI | 01/2015 | Present |
1. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. 2. Board member - Give Where You Live Northern Kentucky. A charitable organization who raises money and disburses the funds to qualified Northern KY 501c3 organizations. Start date: 1/14/19, approx. 5 hrs/mo with 50% during mkt hrs. Not investment related. 3. dba - Mueller Financial, Inc., Florence, KY. Start date: 5/7/19, approx. 160 hrs/mo with 130 hrs during mkt hrs. SEC INV: Y 4. Mueller Financial Services, LLC, Florence, KY. Sole member LLC set up for accounting purposes. Receive salary from entity. Start date: 3/2/20. 5. L&M Property Group, LLC, Florence, KY. Sole member LLC established to hold office condo in Florence, KY. Start date: 10/30/25, less than 1 hr/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-04 |
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