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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-01-09 |
Branch Locations
817 E Evergreen Rd, Lebanon, PA 17042 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
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 |
|---|---|---|---|---|
| Parkland Securities | Ann Arbor | MI | 08/2014 | Present |
1. Barr Associates, Inc.: President 2. Life insurance and long term care insurance sales with various insurance companies. Comprises 20% of hours worked each week. 3. Joint owner, with spouse, of rental property in Lebanon, PA and receives monthly income from activity. Also co-own commercial property with spouse and receives monthly rental income. 4. Board member - Youth for Christ, Lebanon, PA. Helps with various activities that are needed to raise money to help Lebanon city youth. Started: 2003, approx. 2-3 hrs/mo, none during mkt hrs. General board member, no term limits. Not investment related. 5. Barr Associates Financial is an inactive name reserved for future use.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-08 |
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