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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| MI | RA | APPROVED | 2010-03-05 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
2357 Stonebridge Drive, Flint, MI 48532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corp | Ann Arbor | MI | 09/2000 | Present |
| Security First Benefits Corp | Flint | MI | 03/1999 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 03/2003 | Present |
1. Insurance Agent - Security First Benefits Corporation, Flint, MI. We are an independent health and life insurance agency specializing in the sale of group, individual and Medicare health insurance products. We also sell life insurance, disability insurance, dental and vision insurance, long term care, and other life and health insurance related products. Start date: 3/10/99, approx. 40 hrs/wk. 2. dba - Security First Wealth Management, LLC, Flint, MI. Will be providing investment services to group and individual clients. Start date: 5/17/18, approx. 30 hrs/wk, all during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-15 |
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