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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2005-08-30 |
Branch Locations
1425 N. Union Blvd, Colorado Springs, CO 80909 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
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 |
|---|---|---|---|---|
| Financial Directions | Colorado Springs | CO | 05/2004 | Present |
| Spc | Ann Arbor | MI | 01/2005 | Present |
| Parkland Securities | Ann Arbor | MI | 08/2014 | Present |
1. AGORA WEALTH MANAGEMENT: I HOLD VARIOUS TRADITIONAL APPOINTMENTS WITH VARIOUS TRADITIONAL COMPANIES. 2. FINANCIAL DIRECTIONS: FINANCIAL PLANNING 3. 10% owner of Carragh Properties, LLC, Colorado Springs, CO. Commercial property ownership/rental of building that houses our practice as well as other tenants. Start date: 12/18/25, approx. 4 hrs/mo., none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-26 |
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