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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2020-04-24 |
Branch Locations
30665 Nw Highway Suite 110, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Greenville | SC | 06/2015 | 02/2017 |
| Flynn Wealth Management Group | Greenville | SC | 06/2015 | 02/2018 |
| Flynn Insurance Group | Greenville | SC | 06/2015 | 02/2018 |
| Ifs Securities | Atlanta | GA | 02/2017 | 02/2018 |
| Sigma Financial Corporation | Ann Arbor | MI | 02/2018 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 02/2018 | Present |
1. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. 2. DBA - True North Capital LLC, Farmington Hills, MI. DBA used for my financial services practice. Start date: 12/8/25, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y 3. 50% ownership of TrashForce LLC, a trash valet service in the Simpsonville, SC area. Start date: 8/1/19, approx. 60 hrs/mo, none during mkt hrs. Not investment related. 4. Board member - Presbyterian College's NIL Collective called the Garnet & Blue Collective, Clinton, SC. Consultative powers for college's implementation of NIL within their athletics department. Start date: 11/15/24, approx. 1-5 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-19 |
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