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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-03 |
Branch Locations
817 East Evergreen Rd, Lebanon, PA 17042 • 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 |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 04/2024 | 01/2025 |
| Self Employed | Highland Heights | KY | 06/2023 | 04/2024 |
| Colorado State University | Fort Collin | CO | 01/2021 | 06/2023 |
| Buckhead Mountain Grill | Bellevue | KY | 03/2020 | 12/2020 |
| Amazon Fulfilment Center | West Jefferson | OH | 02/2020 | 05/2020 |
| The University Of Dayton | Dayton | OH | 08/2019 | 02/2020 |
| Zone 6 Landscaping | Cincinnati | OH | 08/2016 | 08/2019 |
| Parkland Securities, Llc | Ann Arbor | MI | 02/2025 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 02/2025 | Present |
Barr Associates Financial, Lebanon, PA. Salaried administrative employee provide support for the office. Start date: 2/3/25, approx. 140 hrs/mo, all during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-24 |
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