Danny James Lattrell

Current Employers

Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

Authority	Category	Status	Date
VT	RA	APPROVED	2018-06-07

VT RA
APPROVED

Since 2018-06-07

Branch Locations

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Lincoln, VT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lattrell Insurance	Bristol	VT	05/1984	Present
Parkland Securities, Llc	Ann Arbor	MI	08/2014	Present

05/1984 → Present

Lattrell Insurance

Bristol, VT
08/2014 → Present

Parkland Securities, Llc

Ann Arbor, MI

Other Businesses

1. SALE OF VARIOUS LINES OF INSURANCE AND ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES. 2. LATTRELL FINANCIAL SERVICES: DBA, OFFERS FINANCIAL SERVICES. 3. ANN ARBOR ANNUITY EXCHANGE; FMO, SALE OF INDEXED ANNUITES THROUGH VARIOUS INSURANCE COMPANIES. 4. WealthVest, FMO: Sale of Indexed Annuities through various insurance companies. 5. Senior Market Sales, FMO: Sale of Life Insurance, Indexed Annuities, and senior health insurance products. 6. Senior Benefit Services, FMO: Sale of Life Insurance and senior health insurance products. 7. The Thompson Agency, FMO: Sale of Life insurance.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-05-22
S63	Uniform Securities Agent State Law Examination	2014-10-18

S66 Uniform Combined State Law Examination

2018-05-22
S63 Uniform Securities Agent State Law Examination

2014-10-18

View on SEC IAPD

Current Employers

Spc

Disclosures

Employment History

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Exams

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