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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-09-18 |
Branch Locations
1717 Fort St., Wyandotte, MI 48192 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E.W. Smith Agency, Inc. | Wyandotte | MI | 11/1984 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 09/2014 | Present |
| Spc | Ann Arbor | MI | 09/2014 | Present |
1. EW SMITH INSURANCE AGENCY - INVOLVED AS AN INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUITIES, HEALTH, P&C, AND FIXED LIFE INSURANCE PRODUCTS, WYANDOTTE, MI, JANUARY 28, 2005 TO PRESENT. 2. DBA PROACTIVE WEALTH MGMT LLC, GENERAL PARTNER, MARKETING FINANCIAL SVC PRODUCTS, MUTUAL FUNDS, LIFE INS, DISABILITY, HEALTH & ANNUITIES. THIS IS ALREADY AN APPROVED DBA UNDER ROY THIBODEAU, 50% TIME SPENT. 3. VOLUNTEER FIREFIGHTER/EMT. NO COMPENSATION AS THIS IS A VOLUNTEER POSITION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-16 |
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