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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-06-01 |
Branch Locations
1917 E. Beltline Ave Ne Ste. 200-B, Grand Rapids, MI 49525 • 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 |
|---|---|---|---|---|
| Jhfn Sii | Grand Rapids | MI | 08/2012 | 04/2018 |
| Sigma Financial Corporation | Ann Arbor | MI | 06/2018 | Present |
| Spc | Ann Arbor | MI | 06/2018 | Present |
1. As an independently licensed insurance agent, I am appointed with various insurance companies. Approx. hrs/mo: 2 2. Ada/Cascade East Rotary, Secretary, Start date: DEC 1, 2012, APPROX # HRS/MO: 2, APPROX # OF HRS SPENT DURING REGULAR SECURITIES TRADING HOURS: 2 3. DBA - TrueStone Wealth Management, Grand Rapids, MI. Offering financial services. Start date: 5/16/23, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-27 |
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