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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-01-29 |
Branch Locations
126 W Walled Lake Drive, Walled Lake, MI 48390 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corp | Ann Arbor | MI | 11/1999 | Present |
1. MCDONALD FINANCIAL: SELLING TERM, GROUP & INDIVIDUAL HEALTH INSURANCE WITH VARIOUS COMPANIES AS WELL AS FIXED ANNUITIES AND FIXED INDEX ANNUITIES WITH VARIOUS COMPANIES. 2. OWN RENTAL PROPERTIES. 3. MAJ Auto and J&M McDonald, LLC, Highland, MI. Currently assist spouse in sales of used vehicles, freight bookings and potential freight deliveries. Start date: 6/16/20, approx. 10-20 hrs/mo, less than 15% during mkt hrs. Not investment related. 4. Board member, Walled Lake Downtown Development Authority, Walled Lake, MI. Duties include attending meetings and voting on various projects in the city. Start date: 6/17/22, approx. 2 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-10 |
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