Charles Ryan Jaquess

Current Employers

Employment History

• 02/2016 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 02/2016 → Present
  Sigma Planning Corporation
  Ann Arbor, MI
• 02/2024 → Present
  Parkland Securities
  Ann Arbor, MI

Previous Registrations

• 2012-09-04 → 2016-02-03
  Edward Jones
  Allen, TX
  Plano, TX
  St Louis, MO

Other Businesses

1. DBA - Southfork Wealth Advisory LLC, a sole member entity located in Allen, TX. Offering investment products and planning services through Sigma Financial and SPC. Start date: 4/15/21, approx. 10-12 hrs/mo. INV REL: Y 2. As an independently licensed insurance agent, I am appointed with various companies. 3. Insurance sales - The Brokerage Inc., 233 W Main St., Lewisville, TX. Sale of life insurance products. Start date: 10/1/17, approx. 3-4 hrs/mo with the majority of time after mkt hrs. 4. Candace Noble Campaign for Texas House of Representatives, District 89. Campaign treasurer - administrative and advisory role with no access to funds. Start date: 9/1/19, approx. 10 hrs/mo, none during trading hours. Not investment related. 5. Serve as trustee for my deceased grandparents' trust. General trust duties including annual partial distributions to grandparents' 3 children. Start date: 3/29/23, approx. 3-5 hrs/mo, approx. 1 hr/mo during mkt hrs. INV REL: N

Exams

• S66 Uniform Combined State Law Examination
  2012-06-15