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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-14 |
| OH | RA | APPROVED | 2006-01-19 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
720 East Wayne Street, Celina, OH 45822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Allocation Associates, Inc. | Celina | OH | 08/2004 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 11/2004 | Present |
| Spc | Ann Arbor | MI | 01/2006 | Present |
SALE OF ALL LINES OF INSURANCE THROUGH VARIOUS COMPANIES. ASSET ALLOCATION ASSOCIATES, INC.: ANNUAL TAX RETURN PREPARATION FOR CLIENTS. TOM & BETTY LEININGER FOUNDATION; MEMBER OF BOARD OF DIRECTORS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-29 |
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