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Gerald Stanley Dennison Jr

AIF®, CFP®
CRD# 2902541·Registered 1997 - 2022
Previously Registered: Being a previously registered professional could mean that Gerald is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Gerald Stanley Dennison JR, AIF®, CFP®, who also goes by Gerald Stanley Dennision Jr, Gerald Stanley Dennison, Jerry Dennison, was a registered financial advisor. Gerald was a previously registered financial professional and started their career in finance 1997 - 2022. Gerald had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gerald Stanley Dennision Jr, Gerald Stanley Dennison, Jerry Dennison

Blog Corner

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Videos & Posts

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®
Accredited Investment Fiduciary
CFP®
Certified Financial PlannerSince 2000

Years of Experience

29 years in the financial services industry

Current & Past Employments

PARKLAND SECURITIES, LLC·CRD# 115368
BD
Ann Arbor, MI
May 24, 2012 - June 2, 2022
SPC·CRD# 110692
RIA
Ann Arbor, MI
October 18, 2011 - June 1, 2022
SIGMA FINANCIAL CORPORATION·CRD# 14303
BD
Ann Arbor, MI
October 4, 2011 - June 1, 2022
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
Ann Arbor, MI
June 1, 2011 - September 30, 2011
STATE FARM VP MANAGEMENT CORP.·CRD# 43036
BD
Ann Arbor, MI
November 19, 1997 - March 1, 2011

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Current Firm

PS
PARKLAND SECURITIES, LLC

PARKLAND SECURITIES, LLC | SAMMONS SECURITIES COMPANY, LLC

CRD#: 115368 / SEC#: 8-53482
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

300 Parkland Plaza, Ann Arbor, MI 48103

Mailing Address

300 Parkland Plaza, Ann Arbor, MI 48103

Phone Number

(734) 663-1611

Established

Delaware since 07/26/2001

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BRANDON D. RYDELL GIFT TRUST DATED 10/30/2020TRUST (OWNER OF NON-VOTING INTERESTS)—
CARL F. ELLISON, JR. GIFT TRUST DATED 10/30/2020TRUST (OWNER OF NON-VOTING INTERESTS)—
JEROME M. RYDELL GIFT TRUST DATED 10/30/2020TRUST (OWNER OF NON-VOTING INTERESTS)—
KRISTEN A. BAUER GIFT TRUST DATED 10/30/2020TRUST (OWNER OF NON-VOTING INTERESTS)—
THERESA L. DUNBAR GIFT TRUST DATED 10/30/2020TRUST (OWNER OF NON-VOTING INTERESTS)—
BAUER, KRISTEN ANNETRUSTEE OF THE KRISTEN A. BAUER GIFT TRUST DATED 10/30/20202457506
DUNBAR, THERESA LYNNTRUSTEE OF THE THERESA L. DUNBAR GIFT TRUST DATED 10/30/20207346975
ELLISON, CARLTRUSTEE OF THE CARL F. ELLISON JR. GIFT TRUST DATED 10/30/20207342594
MCCLELLAN, JOHN ALEXANDERCHIEF RISK AND BUSINESS OFFICER4016479
MYLES, JESSICA ROSEFINOP7201565
PHILLIPS, RICHARD THOMASCHIEF COMPLIANCE OFFICER6041363
PISTOR, RANDOLPH FULVIOCHIEF LEGAL OFFICER5143334
RYDELL, BRANDON DAVIDPRESIDENT AND TRUSTEE OF THE BRANDON D. RYDELL GIFT TRUST DATED 10/30/20202933397
RYDELL, JEROME MATTHEWTRUSTEE OF THE JEROME M. RYDELL GIFT TRUST DATED 10/30/20207346979
RYDELL, JEROME STANLEYCEO, CHAIRMAN, MANAGER AND TRUSTEE OF THE JEROME S. RYDELL REVOCABLE LIVING TRUST DATED 12/21/1998, AS AMENDED AND RESTATED408389
THE JEROME S. RYDELL REVOCABLE LIVING TRUST DATED 12/21/1998, AS AMENDED AND RESTATED ON 10/23/2020TRUST (OWNER OF ALL VOTING INTERESTS)—

Disclosures

Regulatory Event

11

Arbitration

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) HOBBY; NON-INVESTMENT RELATED; 1439 WILDWOOD TRAIL, SALINE, MI 48176; MUSIC ARRANGING; ARRANGING MUSIC AS A HOBBY; 07/2006; ZERO HOURS DEVOTED DURING TRADING HOURS. ANNUAL INCOME $150.00. 2) SALE OF VARIOUS LINES OF INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. 3) INVESTMENT RESEARCH AND CONSULTING, BEGINNING 1/1/2017; REMOTE POSITION RUN FROM MY HOME (1439 WILDWOOD TRL, SALINE, MI 48176); NOT OPERATING DURING TRADING HOURS; APPROXIMATE INCOME EXPECTED TO BE $5,000 ANNUALLY; WILL BE OFFERING CONSULTING SERVICES ON ACCOUNTING SYSTEMS, BUSINESS OPERATIONS, RESEARCHING AND ANALYZING MODEL PORTFOLIOS; BILLED AT AN HOURLY RATE. 4) CLEARY UNIVERSITY - ANN ARBOR AND HOWELL, MI CAMPUSES - ADJUNCT BUSINESS PROFESSOR. TEACHING INVESTMENTS AND GRADUATE ECONOMICS COURSES STARTING WITH FALL 2015 SEMESTER. APPROX 80 HRS/MO

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2011About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2011About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1997About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 2012About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Feb 2004About the Series 26 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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