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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-26 |
| CA | RA | APPROVED | 2005-03-08 |
Branch Locations
1407 Oakland Blvd Suite 301, Walnut Creek, CA 94596 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Mutual Life | San Francisco | CA | 02/1996 | Present |
| Hanna Insurance Agency | San Francisco | CA | 10/1996 | Present |
| Spc | Ann Arbor | MI | 03/2005 | Present |
| Parkland Securities | Ann Arbor | MI | 08/2014 | Present |
1. HANNA INSURANCE AND FINANCIAL SOLUTIONS, INC. dba Hanna Agency. SOLE SHAREHOLDER. HANNA INSURANCE AND FINANCIAL SOLUTIONS IS A LICENSED L&H INSURANCE AGENCY. Start date: 1/2/19, approx. 10 hrs/mo. Not investment related. 2. I HOLD APPOINTMENTS WITH VARIOUS TRADITIONAL (NON REGISTERED) INSURANCE COMPANIES. 3. Member At Large / Board of Directors for Life Happens, a non-profit organization located in Arlington, VA, and works to increase consumer awareness of life insurance industry products. Start date: 1/1/20, approx. 1-3 hrs/mo. Term ends 12/31/21. On October 1, 2021, I was elected elected to serve on the Executive Board as Chair of the organization. I will contribute strategic and tactical advice and guidance. No direct/indirect access to funds other than voting on and assisting with setting the annual budget. Term runs for 4 years. 4. Serve as co-POA, with my sister, for my step-mother. Start date: 11/1/21, approx. 2-3 hrs/mo. 5. Hanna Insurance & Financial Solutions, Inc. and Mark Hanna are members of First Financial Resources - a members-only life insurance distribution firm. Hanna Insurance & Financial Solutions receives overrides on non-variable insurance products from FFR. Sales of registered products eligible for carrier overrides are paid through Parkland Securities. No direct compensation is paid to Mark Hanna. Start date: 7/20/16
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-12 |
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