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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-17 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
1601 East Lincoln Ave Suite 101, Orange, CA 92865 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Redlands | Redlands | CA | 08/2016 | 02/2018 |
| Fullerton College | Fullerton | CA | 06/2018 | 09/2018 |
| Orange Coast Community College | Costa Mesa | CA | 09/2018 | 05/2019 |
| Sender One | Santa Ana | CA | 02/2019 | 09/2019 |
| Supatra's Thai Bistro | Yorba Linda | CA | 07/2018 | 09/2018 |
| Rock City | Anaheim | CA | 04/2018 | 07/2018 |
| Sigma Financial Corporation | Orange | CA | 04/2020 | Present |
| Sigma Planning Corporation | Orange | CA | 04/2020 | Present |
| Matles Wealth Management | Orange | CA | 12/2019 | Present |
DBA - Matles Wealth Management. Offer financial services through Sigma Financial Corp and SPC. Start date: 4/17/2020, approx. 180 hrs/mo, 75% during mkt hrs. INV REL: Y Published author. Start date: 1/1/2020, approx. 10 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2018-04-20 |
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