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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-05 |
| CA | RA | APPROVED | 2012-06-28 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
1601 East Lincoln Suite 101, Tustin, CA 92865 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 06/2012 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 06/2012 | Present |
1. DBA and Employee at Matles Wealth Management, Orange, CA. Start date: 8/29/23, approx. 170 hrs/mo with 63% during mkt hrs. INV REL: Y 2. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-04 |
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