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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-10 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
35 Village Rd Suite 100, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Boxford | MA | 03/2019 | 04/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2019 | 04/2020 |
| Northwestern Mutual Investment Services Llc | Woburn | MA | 04/2019 | 04/2020 |
| Geode Capital Management | Boston | MA | 08/2016 | 02/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2019 | 04/2020 |
| Raymond James Financial Services, Inc. | Middleton | MA | 05/2020 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Middleton | MA | 05/2020 | 06/2024 |
| Geode Capital Management | Boston | MA | 07/2011 | 02/2019 |
| Boston Harbor Wealth Advisors | Middleton | MA | 05/2020 | 04/2026 |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | 04/2026 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | 04/2026 |
| Parkland Securities, Llc | Ann Arbor | MI | 04/2026 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 04/2026 | Present |
1. DBA - Twin Pillars Wealth Management, Middleton, MA. Name used for branding and marketing purposes with financial services offered through Parkland Securities and SPC. Start date: 4/2/26, approx. 40 hrs/mo. INV REL: Y 2. Non-Variable Insurance; 35 Village Rd., Ste. 100, Middleton, MA 01949; Non-Variable Insurance and Annuities; Insurance Agent; 6/27/2024; 160 hours per month; 120 hours during trading hours; Sales and service of Non-Variable Insurance. Annuities offered through firm-approved FMOs and approved product list. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-10 |
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