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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-02-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Proequities, Inc | Gainesville | GA | 11/2005 | 02/2017 |
| Sigma Financial Corporation | Ann Arbor | MI | 02/2017 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 02/2017 | Present |
1. As an independently licensed insurance agent, I am appointed with various insurance companies. 2. Eric Owens, Attorney At Law: set up wills, form corporations/nonprofits for clients, set up/modify trusts. 3. Receive income from condo owned as a rental property, located in Gainesville, GA and managed by a property management company. Start date: 12/12/22, approx. 1 hr/mo. INV REL: N 4. dba - Serenity Wealth Management LLC, Gainesville, GA. Start date: 7/12/17, approx. 4 hrs/mo. 5. Eric T. Owens Attorney at Law, P.C./Elder Law of Georgia, P.C., Gainesville, GA. Assist people with estate planning, Medicaid planning, and VA benefits planning. Start date: 2/15/17, approx. 80 hrs/mo with 50% during mkt. hrs. 6. Notary public - State of GA. Provide notary services in regards to my law practice. Start date: 2015, commission ends 12/13/24, less than 1 hr/mo. 7. CASA (Court Appointed Special Advocate) volunteer, Gainesville, GA. Volunteer as an advocate/mentor for children placed in foster care. Start date: 8/1/24, approx. 5 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-18 |
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