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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2003-03-05 |
Branch Locations
1601 2Nd Ave North Suite #524, Great Falls, MT 59401 • 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 |
|---|---|---|---|---|
| Sigma Financial Corp | Ann Arbor | MI | 04/2001 | Present |
ANDERSON INSURANCE - INDEPENDANT CONTRACTOR 2 HRS PER WEEK, STARTED 10/1999 COMMISSION BASED WORK. SALE OF VARIOUS INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES. ALL PRODUCTS ARE FIXED PRODUCTS. Fort Benton Realty, LLP: Inactive real estate license held with agency. DBA - Akela Investment Services, LLC, Great Falls, MT. Single member LLC. Entity name used for my financial services practice. Start date: 6/5/23. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-07 |
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