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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-07-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 05/2011 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 05/2011 | 03/2019 |
| Woodbury Financial Services, Inc. | Crestwood | KY | 03/2019 | 07/2019 |
| Woodbury Financial Services, Inc. | Crestwood | KY | 03/2019 | 07/2019 |
| Parkland Securities Llc | Ann Arbor | MI | 07/2019 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 07/2019 | Present |
1) DBA - Blue Collar Retirement by Oliver Financial, LLC. POSITION: President. NATURE: Name used for financial practice through Parkland Securities LLC and SPC. Also offer Life insurance, fixed annuities, P&C. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/19/2025 ADDRESS: 4409 W Hwy 146, Buckner, KY 40010 2) As an independently licensed insurance agent, I am appointed with various insurance companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-07 |
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