AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JL

Johnathan Holmes Larrison

SPC
ANN ARBOR, MI
·CRD# 5676645·11 years experience

Professional Summary

Johnathan Holmes Larrison, who also goes by John Larrison, is a registered financial advisor currently at SPC located in Ann Arbor, Michigan and SIGMA FINANCIAL CORPORATION located in Ann Arbor, Michigan. Johnathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Johnathan has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Larrison

Blog Corner

Similar Advisors

LW
Leonard Abraham Witte

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
View profile
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

LW
Leonard Abraham Witte

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

LW
Leonard Abraham Witte

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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.

Similar Advisors

LW
Leonard Abraham Witte

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Years of Experience

11 years in the financial services industry

Current & Past Employments

SPC·CRD# 110692
RIA
300 Parkland Plaza, Ann Arbor, MI 48103
March 25, 2019 - Present
SIGMA FINANCIAL CORPORATION·CRD# 14303
BD
300 Parkland Plaza, Ann Arbor, MI 48103
March 25, 2019 - Present
PARKLAND SECURITIES, LLC·CRD# 115368
BD
300 Parkland Plaza, Ann Arbor, MI 48103
June 17, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Mio, MI
July 5, 2016 - December 19, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Mio, MI
September 16, 2015 - December 19, 2018

Similar Advisors

LW
Leonard Abraham Witte

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Current Firm

SP
SPC

PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP

CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - SEC (1/11/1984 Approved)
Alaska
Registered Investment Advisory firm - Alaska (2/13/2002 Cancelled)
Arizona
Registered Investment Advisory firm - Arizona (2/14/2002 Terminated)
California
Registered Investment Advisory firm - California (1/17/2002 Cancelled)
Colorado
Registered Investment Advisory firm - Colorado (2/14/2002 Cancelled)
Delaware
Registered Investment Advisory firm - Delaware (2/14/2002 Terminated)
Hawaii
Registered Investment Advisory firm - Hawaii (3/19/2002 Terminated)
Montana
Registered Investment Advisory firm - Montana (2/12/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - New Hampshire (2/14/2002 Terminated)
New Mexico
Registered Investment Advisory firm - New Mexico (2/14/2002 Terminated)
New York
Registered Investment Advisory firm - New York (1/17/2002 Cancelled)
Rhode Island
Registered Investment Advisory firm - Rhode Island (3/7/2002 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (2/14/2002 Terminated)
Utah
Registered Investment Advisory firm - Utah (1/17/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (1/30/2002 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

300 Parkland Plaza, Ann Arbor, MI 48103

Phone Number

(734) 663-1611

# of Employees

471

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SPC FORM ADV BROCHURE (5/7/2026)

Regulatory Assets Under Management

Total Number of Accounts

26,433

AUM (Assets Under Management)

$6,102,465,817

Similar Advisors

LW
Leonard Abraham Witte

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Other business activities

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.

Tax preparation, tax advice, and basic accounting for small businesses. Start date: 01/15/2020. Approx. 40 hrs/wk during tax season, 10% during mkt hrs. INV REL: N

Similar Advisors

LW
Leonard Abraham Witte

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPC

PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP

CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - SEC (1/11/1984 Approved)
Alaska
Registered Investment Advisory firm - Alaska (2/13/2002 Cancelled)
Arizona
Registered Investment Advisory firm - Arizona (2/14/2002 Terminated)
California
Registered Investment Advisory firm - California (1/17/2002 Cancelled)
Colorado
Registered Investment Advisory firm - Colorado (2/14/2002 Cancelled)
Delaware
Registered Investment Advisory firm - Delaware (2/14/2002 Terminated)
Hawaii
Registered Investment Advisory firm - Hawaii (3/19/2002 Terminated)
Montana
Registered Investment Advisory firm - Montana (2/12/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - New Hampshire (2/14/2002 Terminated)
New Mexico
Registered Investment Advisory firm - New Mexico (2/14/2002 Terminated)
New York
Registered Investment Advisory firm - New York (1/17/2002 Cancelled)
Rhode Island
Registered Investment Advisory firm - Rhode Island (3/7/2002 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (2/14/2002 Terminated)
Utah
Registered Investment Advisory firm - Utah (1/17/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (1/30/2002 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Michigan
(3/25/2019)
IAR
Michigan
(3/25/2019)
IAR
Texas
(8/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Oct 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2015About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2019About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

Similar Advisors

LW
Leonard Abraham Witte

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Johnathan Holmes Larrison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

LW
Leonard Abraham Witte

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
JL
Follow Johnathan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required