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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-26 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Allentown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E-Street Financial | Marlton | NJ | 09/2016 | 10/2017 |
| Concorde Investment Services, Llc | Livonia | MI | 10/2016 | 09/2017 |
| Concorde Asset Management, Llc | Livonia | MI | 10/2016 | 09/2017 |
| Mml Investors Services | Horsham | PA | 01/2018 | 03/2020 |
| Massmutual | Horsham | PA | 11/2017 | 03/2020 |
| Unemployed | Chalfont | PA | 03/2020 | 05/2020 |
| Equity Services Inc | Montpelier | VT | 05/2020 | 09/2022 |
| National Life Group | Media | PA | 05/2020 | 09/2022 |
| Sigma Financial Corporation | Ann Arbor | MI | 09/2022 | Present |
| Spc | Ann Arbor | MI | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-02 |
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