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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-17 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
7886 Alta Cuesta Drive, Rancho Cucamonga, CA 91730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Wealth Financial & Insurance Services | Anaheim | CA | 07/2005 | Present |
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | Present |
1. PRECISION WEALTH FINANCIAL & INSURANCE SVCS, 17215 STUDEBAKER RD., #390, CERRITOS, CA, 90703. INVEST-RELATED. STARTED: 7/2005. INDEPENDENT CONTRACTOR. 48 HRS/MO AND 48 HRS/MO DURING TRADING HOURS. 2. SELLS VARIOUS TYPES OF INSURANCE PRODUCTS WITH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-07 |
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