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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-30 |
| MI | RA | APPROVED | 2010-05-26 |
Branch Locations
51424 Vandyke Suite 9, Shelby Twp, MI 48316 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
16950 19 Mile Rd Ste. 6A, Clinton Towhsip, MI 48038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 09/2009 | Present |
| Sigma Planning Corporation | Shelby Twp | MI | 04/2010 | Present |
1. DBA: Davis Capital Management, LLC, Shelby Twp, MI; OFFERS FINANCIAL SERVICES. Davis Capital Management LLC is also an insurance agency in the State of MI for the sale of fixed insurance including health, life, disability and LTC. Insurance agency start date: 11/20/18, approx. 8 hrs/mo with 75% during mkt. hrs. 2. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-28 |
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