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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-25 |
| MI | RA | APPROVED | 2025-01-10 |
| CA | RA | APPROVED | 2023-12-11 |
| TX | RA | APPROVED_RES | 2023-06-30 |
| ID | RA | APPROVED | 2023-06-29 |
| NC | RA | APPROVED | 2023-06-12 |
| IA | RA | APPROVED | 2022-03-18 |
| IN | RA | APPROVED | 2021-09-22 |
| UT | RA | APPROVED | 2021-07-07 |
| VA | RA | APPROVED | 2021-01-07 |
| AZ | RA | APPROVED | 2019-12-03 |
| GA | RA | APPROVED | 2019-08-06 |
| CO | RA | APPROVED | 2019-08-05 |
| SC | RA | APPROVED | 2019-02-22 |
| WI | RA | APPROVED | 2018-08-15 |
| FL | RA | APPROVED | 2016-08-11 |
| IL | RA | APPROVED | 2016-01-15 |
Branch Locations
5407 Trillium Blvd Suite 250, Hoffman Estates, IL 60192 • United States
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sis Financial Group, Inc. | Hoffman Estates | IL | 01/2010 | Present |
Registrant will continue to operate SIS Financial Group Inc., a business which helps retirees with health insurance, long term care insurance and life insurance. Registrant is the president and has been since January 2010. He devotes approximately 0 hours a month to the business. His securities clientele is expected to be essentially the same as the SIS clientele.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-30 |
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