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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-02-19 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
New Port Richey, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 02/2015 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 02/2015 | Present |
AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. DBA - Guido Wealth Management, New Port Richey, FL. Offers financial services through Sigma Financial Corp and SPC. Start date: 5/25/23, approx. 160 hrs/mo. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-12 |
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