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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-09 |
Branch Locations
170 South Broadway, Pennsville, NJ 08070 • 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 |
|---|---|---|---|---|
| Applebees | Swedesboro | NJ | 11/2013 | 03/2018 |
| Applebees | Swedesboro | NJ | 07/2022 | 06/2023 |
| Investment Centers Of America | Bismarck | ND | 09/2017 | 11/2017 |
| Pennsville National Bank | Pennsville | NJ | 02/2015 | Present |
| Parkland Securities Llc | Ann Arbor | MI | 11/2017 | Present |
1. Pennsville National Bank, 170 S Broadway, Pennsville, NJ 08070. Administrative Assistant since 02/2015. Appointed as a Trust Officer for the Trust Dept. effective June 2023. Approx. 160 hours/month, 85% during market hours. INV REL: N 2. Notary Public, State of NJ. Providing notary services. Commission began 4/26/2017 and expires on 4/26/2027. INV REL: N 3. Oak Tree Financial Services, Pennsville, NJ. Registered Administrative Assistant supporting the sale of financial services through Parkland Securities LLC. Start date: 3/22/23, Approx. 160 hrs/mo, 85% during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-18 |
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