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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-21 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
2121 Se Hwy 19, Crystal River, FL 34429 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Crystal River | FL | 02/2016 | 04/2017 |
| Suntrust Investment Services | Atlanta | GA | 04/2017 | 05/2020 |
| Suntrust Bank | Crystal River | FL | 04/2017 | 05/2020 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 08/2013 | 05/2020 |
| Parkland Securities, Llc. | Ann Arbor | MI | 05/2020 | Present |
| Spc | Ann Arbor | MI | 05/2020 | Present |
1. Various insurance sales through various insurance carriers. 2. DBA - Hagar Investments LLC - provides financial services. Start date: 5/4/20, approx. 40 hrs/mo. INV REL: Y 3. The Hagar Group, VP / Agent - Sale of term life insurance and fixed annuities. Start date: 5/4/20, approx. 20 hrs/mo. 4. Board member - YMCA Advisory Council, Lecanto, FL. Helps ensure YMCA chapter is meeting community needs. Start date: 1/2/23, approx. 2 hrs/mo, all during mkt hrs for a 3 year term. INV REL: N 5. Board member - Crystal River Area Council of the Citrus County Chamber of Commerce, Crystal River, FL. Meet to discuss local development and growth management in Crystal River, FL. Start date: 1/2/23, approx. 2 hrs/mo, all during mkt hrs for a 2 year term. INV REL: N 6. Board member - Fellowship of Christian Athletes of Citrus County, FL. General board member with duties to assist area director with events that promote FCA. Start date: 1/2/25 for 4 year term. Approx. 2 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-17 |
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