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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| AR | RA | APPROVED | 2025-03-04 |
Branch Locations
133 W Sunbridge Dr, Fayetteville, AR 72703 • 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 |
|---|---|---|---|---|
| Bfs Independent Insurance | Fayetteville | AR | 08/2021 | Present |
| Us Health Advisors | North Little Rock | AR | 03/2021 | 08/2021 |
| Walco | Okc | OK | 10/2015 | 01/2021 |
| Parkland Securities Llc | Ann Arbor | MI | 04/2023 | 03/2025 |
| Parkland Securities Llc | Ann Arbor | MI | 03/2025 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 03/2025 | Present |
DBA - Bertrand's Financial Services. Name used for my financial practice with services through Parkland Securities and Sigma Planning Corp. Start date: 3/6/25, approx. 80 hrs/mo, all during mkt hrs. INV REL: Y BFS Independent Insurance - Licensed insurance agent selling individual health, group benefits, life insurance and ancillary products including dental, vision, and short term disability. Also Principal of Medicare selling Medicare supplements, prescription drug plans and Medicare Advantage plans. Start date: 1/1/25, approx. 60 hrs/mo, none during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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