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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 01/2019 | 06/2021 |
| Assurity Retirement Solutions, Llc | Ocala | FL | 10/2012 | 02/2019 |
| Spc | Ann Arbor | MI | 06/2021 | Present |
| Parkland Securities Llc | Ann Arbor | MI | 12/2022 | Present |
1.) STERLING WEALTH MANAGEMENT, LLC; NON-INVESTMENT RELATED; 1740 SE 18TH ST, BLDG 901, OCALA, FL 34471; INSURANCE SALES; PRINCIPAL PARTNER; START DATE 02/2019; APPROX 200 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) ASSURITY RETIREMENT SOLUTIONS, LLC; NON-INVESTMENT RELATED; 1740 SE 18TH ST, BLDG 901, OCALA, FL 34471; INSURANCE SALES; PRINCIPAL PARTNER; START DATE 09/2012; APPROX 1 HRS/MONTH; APPROX 1 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES; RECEIVING TRIAL COMMISSIONS. 3.) LCM Strategies, LLC, a licensed FL insurance agency that receives renewal revenue from UHC. Principal agent. Start date: 10/1/2012. less than 1 hr/mo, none during mkt hrs. INV REL: Y 4.) STERLING WEALTH MANAGEMENT IS A LIFE AND HEALTH INSURANCE AGENCY LICENSED IN THE STATE OF FLORIDA PROVIDING MARKETING AND ADVERTISING MANAGEMENT FOR ADVISORY SERVICES OFFERED THROUGH SPC/KYLE A. KAY (IAR). Start date: 2/14/19, approx. 80 hrs/mo. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-17 |
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