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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-04-13 |
Branch Locations
9716 Forest Rodge, Clarkston, MI 48348 • 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 Corporation | Ann Arbor | MI | 01/2010 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2010 | Present |
1. INSURANCE BROKERAGE WITH VARIOUS CARRIERS. 2. Harvard College Volunteer - Class Secretary, Admissions Interviewer. 3. Volunteer tax preparer for AARP Foundation for elderly and low income individuals. Start date: 12/5/17, approx.40 hrs. total for tax season (January 2018 - April 2018). Not investment related. 4. Election inspector - Springfield Twp, MI. Poll worker distributing ballots to voters on Election Day. Start date: 11/6/18, approx. 3 days/year depending on election cycle. Not investment related. 5. DBA - Independence Financial Advisors, LLC, Clarkston, MI. Name used for marketing purposes for financial practice with services offered through Sigma Financial Corporation and SPC. Start date: 1/10/2010. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-11 |
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