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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-14 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
26310 Oak Ridge Dr Ste 33, Spring, TX 77380 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 10/2012 | 10/2016 |
| Agence Talent | Austin | TX | 01/2004 | Present |
| Lpl Financial, Llc | The Woodlands | TX | 10/2016 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 12/2018 | 02/2022 |
| Sigma Financial Corporation | Ann Arbor | MI | 02/2022 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 02/2022 | Present |
1. DBA - Goud Steward Advisors, Spring TX. Offering financial services. Start date: 2/14/22, approx. 40 hrs, all during mkt hrs. INV REL: Y 2. As an independently licensed insurance agent, I am appointed with various insurance companies. 3. Royal Players Basketball Academy Inc., Spring, TX. Founder, Managing Director and Basketball Coach. Providing organizational direction for youth athletic and academic achievement. Start date: 3/31/17, approx. 20-40 hrs/mo with 10% during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-22 |
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