Best Investors
Account
Sign in
Spc CRD 110692
$6.10B regulatory AUM 4,483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-11-03 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakland Group Services | Rochester | MI | 03/1985 | Present |
| Mid Atlantic Capital Corproration | Sacramento | CA | 10/2011 | 10/2017 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 03/2012 | 10/2017 |
| Parkland Securities Llc. | Ann Arbor | MI | 11/2017 | Present |
| Spc | Ann Arbor | MI | 11/2017 | Present |
1. OAKLAND GROUP SERVICES, INC/NON INVESTMENT RELATED/ROCHESTER, MI/EMPLOYEE BENEFIT SALES/PRESIDENT-OWNER/APRIL 1982/APPROX 160 HRS PER MONTH/APPROX 80 HRS PER MONTH DURING MARKET/SALES & SERVICE OF HEALTH INS AND EMPLOYEE BENEFIT PLANS. 2. AS A LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-02 |
Reach out to this advisor