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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-13 |
Branch Locations
15 North Main St Ste 101, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spc | Ann Arbor | MI | 07/2016 | 05/2025 |
| Parkland Securities, Llc | Ann Arbor | MI | 07/2016 | 05/2025 |
| Future Planned Llc | West Hartford | CT | 08/2016 | Present |
| Plan Of Ct | Wethersfield | CT | 01/2010 | Present |
| Futures Planned Benefit Consulting | West Hartford | CT | 08/2020 | Present |
| Various Carriers | West Hartford | CT | 04/1990 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2025 | Present |
1) FUTURE PLANNED LLC; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR INVESTMENTS/WEALTH MANAGEMENT; FINANCIAL PROFESSIONAL; SINCE 8/2016; 200 HRS/MO 2) VARIOUS CARRIERS NON-INVESTMENT RELATED; AGENT; RECEIVE RENEWAL REVENUE ON LIFE INSURANCE CONTRACTS ; 40 HRS/MO SINCE 4/5/1990 3) FUTURES PLANNED BENEFIT CONSULTING; NON-INVESTMENT RELATED; ADDRESS SAME AS REGISTERED BRANCH; SPECIAL NEEDS CONSULTANT REGARDING GOV'T BENEFITS OF SPECIAL NEEDS CHILDREN; SINCE 8/2020; 20HRS/MO 4) PLAN OF CT; NON-INVESTMENT RELATED; WETHERSFIELD CT 06129; BOARD CHAIR OF NON-PROFIT SPECIAL NEEDS TRUST; SINCE 1/2010; 8HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-28 |
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