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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2007-01-08 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
555 Bluff Street #300, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Plans Inc | Park City | UT | 05/1998 | 05/2017 |
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | Present |
1. LEGACY FINANCIAL GROUP, LLC, MANAGING MEMBER 2. LIFE INSURANCE, VARIABLE PRODUCTS, FIXED ANNUITIES 3. Black Label Development, LLC, Kamas, UT. Sole member LLC - Established for home build but not currently using. Start date: 3/23/20, 0 time spent on activity. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-06 |
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