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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
26310 Oak Ridge Dr Suite 33, Spring, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Spring | TX | 10/2012 | 10/2016 |
| Lpl Financial, Llc | Conroe | TX | 10/2016 | 01/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | 07/2021 |
| Cambridge Investment Research,Inc. | Fairfield | IA | 01/2019 | 07/2021 |
| Retirement Planners Of America | Plano | TX | 07/2021 | 03/2023 |
| Frost Brokerage Services, Inc. | Houston | TX | 05/2023 | 06/2023 |
| Allstate Insurance Co | Spring | TX | 08/2023 | 09/2024 |
| The Prudential Insurance Company Of America | The Woodlands | TX | 09/2024 | 11/2024 |
| Pruco Securities Llc. | The Woodlands | TX | 09/2024 | 11/2024 |
| Lpl Enterprise, Llc | The Woodlands | TX | 11/2024 | 03/2025 |
| Dan Ferrante Insurance Agency | The Woodlands | TX | 02/2025 | Present |
| State Farm Vp Management Corp | The Woodlands | TX | 03/2025 | 08/2025 |
| Jana Ferrante Insurance Agency | The Woodlands | TX | 03/2025 | Present |
| State Farm Investment Management Corp | The Woodlands | TX | 03/2025 | 08/2025 |
1) Dan Ferrante's Insurance Agency; Investment-related; 3000 Research Forest Dr Ste 280 The Woodlands TX 77381; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 12/18/2024; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-14 |
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