David James Elrod

Current Employers

Employment History

• 09/2006 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 11/2007 → Present
  Sigma Planning Corporation
  Ann Arbor, MI

Previous Registrations

• 2005-05-17 → 2006-07-27
  Obs Brokerage Services, Inc.
  Waterville, OH

Other Businesses

1. DBA - CALIBER INVESTMENTS, LLC., PERRYSBURG, OH. SOLE MEMBER 2. In addition to securities, also sells various insurance products, including life insurance, annuities, and Medicare supplements from various insurance companies. 3. Author of children's book ("My First Book About Money"), teaching them the value of good money habits such as spending, saving, and giving. 4. Assist my children with various business ventures of their own including beekeeping and selling honey (Hannah's Heavenly Honey), repairing bicycles, refurbishing golf carts, and rebuilding other equipment and vehicles. Teaching mechanical skills as well as business skills including marketing, accounting and customer service. Start date: 11/1/16 with time spent on weekends and during evening hours. 5. Notary public, Perrysburg, OH - offering notary services. Start date: 10/15/18, approx. 1-3 hrs/mo. 6. President/Owner/Sole Member - Caliber Investment Properties, LLC, Perrysburg, OH. Holding company for commercial real estate for the building housing my practice and the leasing of other office space. Start date: 12/3/20, less than 10 hrs/mo, none during mkt hrs. Not investment related. 7. Co-Owner & Member - Zip-It, LLC, Toledo, OH. Manufacturing and sale of various lip balm products through online sales. Start date: 6/13/23, approx. 20 hrs/mo, none during mkt hrs. INV REL: N

Exams

• S66 Uniform Combined State Law Examination
  2007-11-19
• S63 Uniform Securities Agent State Law Examination
  2005-05-13