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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Windsor | CT | 08/2020 | 07/2022 |
| Guardian Life Insurance Company | Farmington | CT | 07/2018 | 08/2020 |
| Dish 'n Dat | Canton | CT | 06/2011 | 10/2020 |
| Nylife Securities Llc | Windsor | CT | 04/2021 | 07/2022 |
| Dish 'N Dat Family Eatery | Bristol | CT | 07/2020 | 05/2021 |
| Eagle Strategies Llc | Windsor | CT | 07/2021 | 07/2022 |
| Yale University | New Haven | CT | 06/2022 | Present |
| Parkland Securities, Llc | Ann Arbor | MI | 05/2026 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 05/2026 | Present |
1. DBA - Triple Crown Financial Services, LLC, Bristol, CT. Name used for my financial practice with services through Parkland Securities LLC and SPC. Start date: 5/27/26, approx. 50 hrs/mo. INV REL: Y 2. Yale University, New Haven, CT. Financial analyst - review grant contracts and ensure spending of funds in accordance with the contract. Start date: 6/13/22, approx. 150 hrs/mo, all during mkt hrs. INV REL: N 3. Sale of non-variable insurance products, including life and health, through various insurance companies, Bristol CT. Start date: 5/1/26, approx. 35 hrs/mo. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-07 |
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