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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED_RES | 2023-03-13 |
| MI | RA | APPROVED | 2021-08-13 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
4121 Okemos Rd. Suite 12, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Okemos | MI | 07/2008 | 08/2021 |
| Sigma Planning Corporation | Okemos | MI | 08/2021 | Present |
| Sigma Financial Corporation | Okemos | MI | 08/2021 | Present |
1. FAMILY LIFE FINANCIALS, 4121 OKEMOS RD, SUITE 12, OKEMOS, MI 48864. CATEGORY: INSURANCE. INVESTMENT RELATED: YES; TITLE: AGENT; DUTIES: OFFERS ACCIDENT & HEALTH, TERM LTC, DISABILITY, FIXED AND TRADITIONAL INSURANCE PRODUCTS AS WELL AS FIXED/INDEXED ANNUITIES, START: 3/2005; HOURS PER MONTH: 5; HOURS PER MONTH DURING TRADING HOURS: 2. 2. BRIAN CALLAGHAN, 4121 OKEMOS ROAD, SUITE 12, OKEMOS, MI 48864; CATEGORY: INSURANCE; INVESTMENT-RELATED: YES; TITLE: AGENT; DUTIES: OFFERING FIXED/INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS; START DATE: 9/2006; HOURS PER MONTH:5; HOURS PER MONTH DURING TRADING HOURS:2 3. BCWJC LLC DBA Family Life Financial Services of Michigan - Sole owner/member. LLC formed in Western Springs, IL. Start date: 5/7/26, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y 4. Owner/Manager - BJC Colorado LLC. LLC formed 2/3/26 for real estate rental for property located at 1441 Humbolt, Unit 304, Denver, CO. LLC formed in Western Springs, IL. Duties: maintains rental property. Approx. 10 hrs/mo. INV REL: Y 5. Notary public in Illinois. Provide notary services on an as-needed basis. Commission dates: 5/10/26 - 5/10/30. Approx. 1 hr/mo INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-26 |
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