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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-01-06 |
Branch Locations
3613 Williams Drive Ste 405, Georgetown, TX 78628 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. DBA - GTX Wealth LLC, Georgetown, TX. Sole member LLC offering financial services through Sigma Financial Corporation and SPC. Start date: 10/1/21, approx. I60 hrs/mo. INV REL: Y 2. SELL VARIOUS LINES OF INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. 3. ORGANIZATION MEMBER: VFW (VETERANS OF FOREIGN WARS), GEORGETOWN, TX 4. General member of Sertoma Club of Georgetown 5. General member of Hickham County, TN Chamber of Commerce located in Centerville, TN. Start date: May 2025. INV REL: N 6. River Rock Bible Church, Georgetown, TX. Non-sitting Elder / Shepherding Elder - provide support to current Elder board with prayers, consultation, communion duties. Start date: 2/15/26. Less than 1 hr/mo. INV REL: N 7. Participate in the Advisors Excel Medicare Partnership Program - this is a partnership program used to to offer clients solutions to meet their Medicare Supplement or Medicare Advantage needs. Start date: 11/17/23, approx. 1 hr/mo. 8. 306NPS LLC, Centerville, TN. Jointly owned LLC, with spouse, for the purchase of a commercial/residential building in Centerville, TN. Receive rental income from tenant in building. Start date: 2/14/25, approx. 2 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-17 |
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