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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2002-03-13 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
93 Stafford Street, Worcester, MA 01603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid State Ins.AGency Inc. | Worcester | MA | 09/1979 | 09/2017 |
| Midland National Life Ins. | Sioux Falls | SD | 05/1982 | Present |
| Sigma Planning Corp. | Worcester | MA | 03/2002 | Present |
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | Present |
1. INDEPENDENT INSURANCE AGENT - SELL LIFE, HEALTH, DENTAL AND DISABILITY THROUGH VARIOUS INSURANCE COMPANIES. 2. Director - Bears on Board, Inc., Worcester, MA. Non-profit founded in 2002. Provides teddy bears to policy officers, firefighters, rescue personnel and social workers to give to children in times of crisis. 3. The Hilb Group - sale of employee benefits and insurance. Start date: 9/1/17. Approx. 40 hrs/mo. 4. JESP LLC, Southborough, MA. Manager of commercial real estate property owned by my spouse. Start date: 10/1/25, approx. 2 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-01-20 |
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