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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-06-20 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
5407 Trillium Blvd, Suite 250, Hoffman Estates, IL 60192 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sis Financial Group | Hoffman Estates | IL | 10/2006 | Present |
*SIS Financial Group; Owner & Independent insurance agent for essentially same clientele as advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-20 |
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