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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-30 |
| PA | RA | APPROVED | 2014-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barr Associates Inc. | Lebanon | PA | 12/2001 | Present |
| Spc | Ann Arbor | MI | 03/2014 | Present |
| Parkland Securities | Ann Arbor | MI | 08/2014 | Present |
1. BARR ASSOCIATES, INC - OWNER - BEVERLY BARR - SALE OF LIFE, ANNUITY, FIXED INDEX ANNUITY AND HEALTH INSURANCE PRODUCTS. 40 HOURS PER WEEK (30 DURING TRADING). 2. A. Barr Inc. DBA Barr Associates Financial. Providing financial services through Parkland Securities LLC and SPC. Start date: 9/12/23, approx. 160 hrs/mo, all during mkt. hrs. INV REL: Y 3. Team director of youth mountain bike racing team under the umbrella of the National Interscholastic Cycling Association. Perform administrative duties and coaching. Start date: 7/11/21, approx. 16 hrs/mo, none during mkt hrs. Not investment related. 4. Vice President/Board Member of Lebanon Valley Mountain Bike Team, a youth mountain bike nonprofit in Manheim, PA. Provide direction for fund allocations and run meetings when president is unavailable. Start date: 1/19/24, approx. 1 hr/mo for 1 year term. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2013-11-27 |
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