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Spc CRD 110692
$6.10B regulatory AUM 4,483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-24 |
Branch Locations
37229 Huron River Drive, New Boston, MI 48164 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Finanical Corporation | Ann Arbor | MI | 11/2020 | 06/2021 |
| Ruths Chris Steakhouse | Ann Arbor | MI | 01/2015 | 12/2016 |
| Carson's American Bistro | Ann Arbor | MI | 12/2016 | 12/2017 |
| Knights Steakhouse | Ann Arbor | MI | 12/2017 | 05/2021 |
| Topstep | Remote | MI | 09/2023 | 10/2025 |
| Autobooks | Detroit | MI | 07/2021 | 08/2023 |
| Lpl Enterprise | Troy | MI | 01/2025 | 07/2025 |
| Sigma Financial Corporation | Ann Arbor | MI | 10/2025 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 10/2025 | Present |
1. Client Service Associate - Individual Financial Planning, New Boston, MI. Salaried employee providing administrative support. Start date: 10/26/25, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y 2. Founder/Content Creator/Sole Member - Meaning Matters, LLC, Ann Arbor, MI. Personally owned creative media and apparel brand. Create and publish motivational and faith-based digital content for social media platforms and sale of branded merchandise such as apparel. Also receive income for digital advertising revenue from social media sites. Start date: 12/18/25, approx. 5-20 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-29 |
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