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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-19 |
Branch Locations
4066 Butler Pike, Plymouth Meeting, PA 19462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Vienna | VA | 02/2022 | 05/2022 |
| Mass Mutual Insurance Company | Vienna | VA | 08/2021 | 05/2022 |
| Moravian College | Bethlehem | PA | 08/2016 | 06/2017 |
| Walmart | Massaponax | VA | 06/2017 | 08/2017 |
| Moravian College | Bethlehem | PA | 08/2017 | 12/2017 |
| Ringleader, Inc. | Fredericksburg | VA | 12/2018 | 02/2019 |
| Moravian College | Bethlehem | PA | 01/2018 | 06/2018 |
| Altitude Marketing | Emmaus | PA | 06/2019 | 08/2020 |
| Adp, Inc. | Allentown | PA | 08/2020 | 08/2021 |
| Walmart | Massaponax | VA | 12/2017 | 01/2018 |
| Walmart | Massaponax | VA | 06/2018 | 08/2018 |
| Moravian College | Bethlehem | PA | 08/2018 | 12/2018 |
| Moravian College | Bethlehem | PA | 02/2019 | 06/2019 |
| Equitable Advisors, Llc | New York | NY | 05/2022 | 06/2023 |
| Ringleader, Inc | Fredericksburg | VA | 05/2022 | 07/2023 |
| Citizens Securities, Inc | Westwood | MA | 08/2023 | 07/2024 |
| Citizens Bank, N/A | Philadelphia | PA | 08/2023 | 07/2024 |
| Parkland Securities, Llc | Ann Arbor | MI | 07/2024 | Present |
1. DBA - BIRE Financial Services, Plymouth Meeting, PA. Offering financial products and services through Parkland Securities, LLC and SPC. Start date: 7/16/24, approx. 160 hrs/mo, 90% during mkt hrs. INV REL: Y 2. Sale of non-variable insurance products (including life, health, fixed annuities) through various insurance companies. Annuities offered through approved FMOs and approved vendors of Parkland Securities. Start date: 7/16/24, approx. 60 hrs/mo. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-16 |
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