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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-08-10 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
29560 Beck Rd Suite 101, Wixom, MI 48393 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 08/2015 | Present |
1. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. 2. DBA - Trademark Investments, Wixom, MI. Offering financial services. Start date: 5/15/23, approx. 40 hrs/mo, all during mkt hrs. INV REL: Y 3. Co-owner/manager of rental property for vacation rentals in Spain. Start date: 3/30/24, approx. 5-6 hrs/mo., none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-02 |
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