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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-15 |
| MI | RA | APPROVED | 2009-12-17 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
4139 Embassy Dr. Se, Grand Rapids, MI 49546 • United States
1 disclosure category 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.
1. Independent insurance agent appointed with various insurance companies for the sale of life, DI, LTC and Medicare supplements. 2. ASSISTING MY SPOUSE IN HER BUSINESS OF HELPING SMALL BUSINESSES DEVELOP AND IMPLEMENT BUSINESS PLANS. 3. AREA PASTOR WITH CHRISTIAN LIFE CENTER/STONES CHURCH 4. Member - Barits Group, LLC, Grand Rapids, MI. Ownership, rental and managing of residential rental properties. Start date: 12/28/15, approx. 4 hrs/mo with 50% during trading hours. Not investment related. 5. Deus Fortis Properties, LLC - sole member LLC. Owns building that houses my practice. Start date: 9/10/20, approx. 2 hrs/mo. Not investment related. 6. DBA - Victory Financial Group LLC - sole member LLC used for securities business through Sigma Financial. Start date: 9/10/20, approx. 160 hrs/mo, all mkt hrs. Also offering accounting/bookkeeping services as of February 2025. INV REL: Y 7. Trustee of family member's trust. Exercise trustee powers for the trust. Start date: 1/29/21, approx. 1 hr/mo, none during mkt hrs. INV REL: N 8. Sole Member / Resident Agent of The Victory Financial Insurance Agency LLC. Agency is reserved for future use for the sale of life, DI, LTC, Medicare and health insurance. Entity established 2/11/20. 0 hours currently spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-13 |
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