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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Concepts | Celina | OH | 05/2021 | 08/2023 |
| Gsw Manufacturing | Findlay | OH | 12/2017 | 05/2021 |
| Heidelberg University | Tiffin | OH | 08/2015 | 05/2017 |
| Unemployed | Tiffin | OH | 05/2017 | 12/2017 |
| Parkland Securities Llc | Ann Arbor | MI | 08/2023 | Present |
| Spc | Ann Arbor | MI | 08/2023 | Present |
1. Owner - Aqua Blast Pressure Washing LLC, 323 Wilson Ave Port Clinton, OH 43452, Pressure Washing Homes/ Buildings, Start date: 4/1/19, approx. 10-20 hrs/mo with 5% during mkt hrs. Manager- assigning tasks to employees who carry out work and estimating jobs. INV REL: N 2. DBA - Financial Concepts, Celina, OH. Name used for financial planning practice offered through Parkland Securities, LLC and SPC. Start date: 8/23/23. INV REL: Y 3. Sale of non-variable insurance products, including life insurance and fixed annuities, through various insurance companies. Start date: 8/31/23, approx. 10% of time during mkt hrs. INV REL: Y 4. H&R Properties, LLC - Co-owner, with partner, of residential rental properties in the Bowling Green, OH and Port Clinton, OH area. Start date: 4/1/18, approx. 10 hrs/mo, 5% during mkt hrs. Duties include maintaining properties and repairing homes, as needed. INV REL: N 5. Notary public - Mercer County, OH. Provide notary services on an as-needed basis. Commission began 11/1/2022 and ends on 11/1/2027. 6. Sole owner/member - Iceberg Operations LLC, Celina, OH. Personally held LLC used for business expense tracking purposes. Start date: 5/1/25, approx. 40 hrs/mo, all during mkt hrs. INV REL: N 7. Purchase of building in Celina, OH to house future financial practice. Will receive rent when we move to the building slated for March 2026. Sole owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-22 |
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