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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-11 |
| TX | RA | APPROVED | 2026-03-06 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2023 | 03/2026 |
| Vip Mortgage, Inc. | Scottsdale | AZ | 09/2017 | 01/2023 |
| Primary Residential Mortgage | Tempe | AZ | 04/2017 | 09/2017 |
| Broker Solutions Dba New American Funding | Scottsdale | AZ | 10/2016 | 04/2017 |
| Finance Or America | Scottsdale | AZ | 08/2015 | 09/2016 |
| Parkland Securities, Llc | Ann Arbor | MI | 03/2026 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 03/2026 | Present |
1. DBA - Allera Advisory, LLC, Phoenix, AZ. Name used for my financial practice through Parkland Securities LLC and SPC. Start date: 3/6/26, approx. 200 hrs/mo. INV REL: Y 2. Advisory Board Member, Treasurer and Finance Committee Member - North Valley Christian Academy, Phoenix, AZ. Position is in an advisory capacity only, no access to funds for the Academy. Start date: 3/6/26, approx. 3 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
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