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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-12 |
Branch Locations
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
132 E. Grand River Suite 207, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 10/2014 | 12/2018 |
| Spc | Ann Arbor | MI | 10/2014 | 02/2019 |
| Flynn & Company Inc. | Troy | MI | 09/2005 | 05/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2019 | 01/2025 |
| Accelerate Investment Advisors Llc | Aliso Viejo | CA | 10/2024 | Present |
| Sje Retirement Llc | Brighton | MI | 06/2023 | Present |
Mount Elliot Cemetary Association; 4701 N. Rochester Road, Rochester MI; Board Member - not investment related; 2 hours monthly with all hours being during market hours months during the year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
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