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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-25 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
1100 West Ave, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 09/2015 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 09/2015 | Present |
1. Trustee of deceased father's trust. Start date: 3/31/17, approx. 1 hr/mo. 2. President and Board Member - McCallum High Schools Cheer Booster Club, McCallum, TX. As President, preside over meetings, appoint committee chairs, communicate with cheer captains and booster club. Start date: 6/1/26, approx. 8 hrs/mo, none during mkt hrs, for 1 year term. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-26 |
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