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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED | 2025-09-24 |
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 |
|---|---|---|---|---|
| National Planning Corporation | West Covina | CA | 02/2014 | 11/2017 |
| Lpl Financial Llc | West Covina | CA | 11/2017 | 03/2020 |
| Trilogy Capital | West Covina | CA | 01/2015 | 01/2020 |
| Farmacia San Diego | Mezcala Jalisco | 07/2019 | 03/2020 | |
| World Financial Group, Inc | Chino Hills | CA | 01/2020 | 11/2021 |
| Transamerica Financial Advisors, Inc | Chino Hills | CA | 03/2020 | 11/2021 |
| Lidc Hospitality, Inc Dba Lupes Mexican Eatery | San Juan Capistrano | CA | 02/2021 | Present |
| Lpl Financial Llc | El Monte | CA | 11/2021 | 09/2025 |
| Parkland Securities, Llc | Ann Arbor | MI | 09/2025 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 09/2025 | Present |
1. LIDC Hospitality Inc DBA Lupes Mexican Eatery - 20% Business Owner - Mexican Eatery in San Juan Capistrano, CA. Start date: 02/2021 INV REL: N 2. Pegasus & Associates Insurance Services, LLC - At Reported Business Location(s). Agent, Non-Variable Insurance. Start Date: 01/22/2022, approx. 20 hrs/mo/4 hrs/mo during mkt hrs. INV REL: Y 3. De Los Santos Hospitality LLC, West Lafayette, IN. LLC for my home farm for the sale of chicken eggs. Start date: 7/21/23, approx. 80 hrs/mo, none during mkt hrs. INV REL: N 4. De Los Santos LLC DBA Valor Wealth Group - business entity for tax/investment purposes. De Los Santos LLC was established 12/2/2022 and is used to pay expenses for my financial planning practice. Valor Wealth Group is the trade name used for my financial practice with services through Parkland Securities LLC and SPC. Valor Wealth Group was established 4/22/25. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-12 |
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