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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2013-03-07 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
2339 Jolly Rd, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell Title Company | Okemos | MI | 11/1993 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 02/2013 | Present |
| Spc | Ann Arbor | MI | 02/2013 | Present |
1. DBA - DIVERSIFIED PORTFOLIO WEALTH MANAGEMENT, OWNER, OKEMOS, MI. 2. ESCROW & TITLE SERVICES, INC. DBA BELL TITLE COMPANY, OKEMOS, MI. NON-INVESTMENT RELATED. 2339 JOLLY RD, OKEMOS, MI. CEO/OWNER, 1993 TO PRESENT. APPROX. 40 HRS PER MONTH, 1-2 HRS PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-01 |
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