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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-27 |
| IN | RA | APPROVED | 2017-12-06 |
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 |
|---|---|---|---|---|
| Gbs Tax Service, Llc | Marion | IN | 02/2006 | Present |
| Hd Vest | Marion | IN | 06/2006 | 12/2017 |
| American Family Life Assurance Company | Columbus | GA | 06/2013 | 12/2017 |
| Hd Vest Advisory Services | Marion | IN | 08/2013 | 12/2017 |
| Parkland Securities Llc | Ann Arbor | MI | 12/2017 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 12/2017 | Present |
1. GBS Tax Service, LLC, 1912 W. 2nd Street, Marion, IN 46952. Tax Preparation / Accounting. Owner/Sole Proprietor. Start date: 1/1/1990, approx. 240 hrs/mo with 160 hrs during mkt. hrs. 2. Partners Advantage, 1912 W. 2nd Street, Marion, IN 46952. Financial Planning/Insurance Sales Agent. Start date: 8/1/2009, approx. 4 hrs/mo, 0 hrs. during mkt hrs. Term. 3. As a licensed insurance agent, I am appointed with various insurance companies. 4. Co-trustee, along with attorney, of the Manwell Family Trust. Duties include writing checks for the trust. Start date: 11/1/17, approx. 10 hrs/mo. Not investment related. 5. dba - Scott Olds Financial Services, 1912 W 2nd Street, Marion, IN. Offers financial services through Parkland Securities. Start date: 1/1/17, approx. 20 hrs/mo, all during mkt hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-19 |
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