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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2002-06-19 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
6175 Nw 153Rd Street Suite 307, Miami Lakes, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakes Consulting Firm Inc | Miami Lakes | FL | 02/1984 | Present |
| Sigma Planning Corp | Ann Arbor | MI | 06/2002 | Present |
| Parkland Securities | Ann Arbor | MI | 08/2014 | Present |
LAKES CONSULTING FIRM INC.: SALE OF LIFE, HEALTH, DISABILITY, FIXED INDEXED ANNUITES THROUGH VARIOUS INSURANCE COMPANIES. OFFERS BASIC BOOKEEPING, DATA ENTRY, AND QUARTERLY TAX REPORTS FOR SUPPLEMENTAL INCOME. ALBATT INVESTMENT FIRM: PARTNERSHIP THAT OWNS THE OFFICE SPACE THAT I USE TO SELL INSURANCE AND INVESTMENTS. LIFE SETTLEMENTS WHEN THE CLIENT IS SELLING HIS POLICY BECAUSE HE OR SHE NO LONGER NEEDS IT. KIWANS CLUB OF MIAMI LAKES: 1 HR/WK. EVERBANK BANKING. SHOP TO EARN PARTICIPANT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-05 |
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