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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Columbus | OH | 02/2002 | 12/2018 |
| New View Wealth Advisory Llc | New Albany | OH | 03/2019 | 06/2019 |
| Stratos Wealth Advisors, Llc | New Albany | OH | 06/2019 | 06/2020 |
| Parkland Securities, Llc. | Ann Arbor | MI | 06/2020 | 12/2021 |
| Spc | Ann Arbor | MI | 06/2020 | Present |
1. DBA - New View Wealth Advisory LLC, New Albany, OH. Name used for my practice. Start date: 7/2/20, approx. 160 hrs/mo, during mkt hrs. INV REL: Y 2. Member, Worthington Estate Planning Council, Worthington, OH. Networking association for financial planners, attorneys and accountants. Start date: 6/26/20, approx. 2 hrs/mo. INV REL: N; no access to funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
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